Filed June 14, 2016 (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.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON STERLING, INC.2+ years Service code 28 · EIN 63-0970725 | Investment Management | $387,000 |
THE WELCH GROUP2+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $28,180 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $15,199 |
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 | $134,856 | $37,213+262.4% | $156,551-13.9% | $63,975+110.8% |
| Participation rate | 84.8% | 65.0%+19.8pp | 84.0%+0.7pp | 71.1%+13.6pp |
| Annual return | 7.45% | 47.89%-40.4pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $8,489 | $1,357+525.6% | $5,501+54.3% | $2,182+289.1% |
| Participant deferral / active EE | $3,975 | $2,070+92.0% | $4,871-18.4% | $3,356+18.4% |
| Admin fee / account holder | $77 | $56+36.9% | $13,028-99.4% | $70+9.5% |