Filed June 8, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $83,979 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY VEST LLC Service code 16 · EIN 20-2217636 | Consulting | $36,000 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $17,176 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-1747981 | Accounting | $15,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,916 | $71,957-62.6% | $67,652-60.2% | $59,188-54.5% |
| Participation rate | 49.1% | 82.7%-33.6pp | 75.7%-26.6pp | 69.4%-20.3pp |
| Annual return | 0.07% | 8.53%-8.5pp | 6625.04%-6625.0pp | 5.51%-5.4pp |
| Employer contribution / active EE | $0 | $2,432-100.0% | $2,266-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $636 | $4,211-84.9% | $3,560-82.1% | $3,265-80.5% |
| Admin fee / account holder | $175 | $64+172.0% | $4,821-96.4% | $92+89.2% |