Filed January 9, 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.
| Provider | Service type | Compensation |
|---|---|---|
FIIOC2+ years Service code 60 | Sub-TA Fees | $0 |
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 | $93,274 | $80,211+16.3% | $74,184+25.7% | $63,975+45.8% |
| Participation rate | 97.8% | 84.2%+13.6pp | 76.6%+21.2pp | 71.1%+26.6pp |
| Annual return | 8.04% | 14.13%-6.1pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $5,912 | $2,553+131.6% | $2,370+149.4% | $2,182+171.0% |
| Participant deferral / active EE | $4,853 | $4,370+11.1% | $3,550+36.7% | $3,356+44.6% |
| Admin fee / account holder | $20 | $67-70.4% | $5,586-99.6% | $70-71.8% |