Filed June 26, 2013 (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 49 · EIN 04-1590850 | Other Services | $98,586 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 · EIN 45-1600395 | Advisory (Plan) | $34,685 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 04-3106135 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 46-5215217 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3955887 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,068 | $52,293-52.1% | $178,503-86.0% | $73,412-65.9% |
| Participation rate | 88.7% | 65.3%+23.4pp | 81.9%+6.8pp | 72.2%+16.5pp |
| Annual return | 24.43% | 34.75%-10.3pp | 151.12%-126.7pp | 59.30%-34.9pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,624 | $2,333+12.5% | $5,202-49.6% | $3,806-31.0% |
| Admin fee / account holder | $141 | $127+10.7% | $13,987-99.0% | $158-10.7% |