Filed June 24, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $32,148 |
CHARLES W. SNADER, P.C.5 years Service code 10 · EIN 54-1873714 131 HANBURY RD W · CHESAPEAKE, VA 233224379 | Accounting | $13,777 |
Filed as: HUB INVESTMENT PARTNERS Service code 27 · EIN 84-4758315 120 EASTSHORE DR · GLEN ALLEN, VA 230595985 | Advisory (Plan) | $10,479 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,541 | $67,594+38.4% | $77,361+20.9% | $69,733+34.1% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.0%+22.2pp | 62.5%+34.7pp |
| Annual return | 11.14% | 19.20%-8.1pp | 1011.54%-1000.4pp | 15.22%-4.1pp |
| Employer contribution / active EE | $4,252 | $2,649+60.5% | $2,990+42.2% | $2,250+89.0% |
| Participant deferral / active EE | $4,151 | $3,401+22.0% | $3,911+6.1% | $3,054+35.9% |
| Admin fee / account holder | $170 | $1,159-85.4% | $5,894-97.1% | $3,102-94.5% |