Filed May 6, 2008 (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 15 · EIN 13-3689044 | Recordkeeping | $20,291 |
BHK SECURITIES, LLC5+ years Service code 22 · EIN 20-2455216 | Insurance Broker | $10,935 |
MAYFAIR ADVISORY GROUP1 year Service code 99 · EIN 84-2953346 | Other Fees | $4,204 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $3,125 |
Filed as: BHK INVESTMENT ADVISORS LLC Service code 99 · EIN 20-2460078 | Other Fees | $1,353 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $590 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant 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 | $49,201 | $98,982-50.3% | $162,171-69.7% | $65,185-24.5% |
| Participation rate | 95.1% | 85.8%+9.3pp | 87.6%+7.5pp | 70.2%+24.9pp |
| Annual return | 19.93% | 24.84%-4.9pp | 115.60%-95.7pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,543 | $3,467-55.5% | $5,613-72.5% | $2,177-29.1% |
| Participant deferral / active EE | $2,048 | $5,384-62.0% | $7,297-71.9% | $3,514-41.7% |
| Admin fee / account holder | $170 | $596-71.5% | $10,843-98.4% | $847-79.9% |