Filed July 1, 2013 (most recent of 6 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.2+ years Service code 28 PO BOX 7248 · COLUMBIA, SC 29202 | Investment Management | $10,010 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 6805 MORRISON BLVD · CHARLOTTE, NC 28211 | Investment Management | $315 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 PO BOX 1091 · CHARLOTTE, NC 282543489 | Investment Management | $1 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,956 | $80,354-67.7% | $133,975-80.6% | $63,975-59.4% |
| Participation rate | 93.4% | 87.5%+5.9pp | 87.1%+6.4pp | 71.1%+22.3pp |
| Annual return | 5.96% | 13.11%-7.1pp | 29.29%-23.3pp | 48.65%-42.7pp |
| Employer contribution / active EE | $1,807 | $3,503-48.4% | $5,211-65.3% | $2,182-17.2% |
| Participant deferral / active EE | $1,127 | $5,239-78.5% | $6,282-82.1% | $3,356-66.4% |
| Admin fee / account holder | $4 | $69-94.8% | $9,324-100.0% | $70-94.8% |