Filed March 10, 2015 (most recent of 3 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $134,342 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,500 |
MSL, P.A.3 years Service code 10 · EIN 59-3070669 | Accounting | $18,250 |
ANDCO CONSULTING8 years Filed as: ANDCO CONSULTING, LLC Service code 28 · EIN 59-3676225 | Investment Management | $9,450 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $24 |
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 | $117,719 | $91,710+28.4% | $67,560+74.2% | $77,762+51.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.08% | 14.88%-2.8pp | 3533.50%-3521.4pp | 31.27%-19.2pp |
| Employer contribution / active EE | $6,881 | $3,187+115.9% | $2,737+151.4% | $2,728+152.2% |
| Participant deferral / active EE | $3,990 | $3,911+2.0% | $4,004-0.3% | $4,651-14.2% |
| Admin fee / account holder | $83 | $245-66.2% | $3,994-97.9% | $433-80.9% |