Filed March 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $83,365 |
Filed as: CANON FINANCIAL STRATEGISTS, INC. Service code 16 · EIN 58-2608124 | Consulting | $58,535 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM2 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
Filed as: DIMENSION FUND ADVISORS Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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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 | $0 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -5.28% | -5.24%0pp | -6.55%+1.3pp | 0.19%-5.5pp |
| Employer contribution / active EE | $41,097 | $21,507+91.1% | $21,653+89.8% | $13,763+198.6% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |