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.3+ years Service code 28 · EIN 63-0970725 | Investment Management | $392,714 |
THE WELCH GROUP3+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $31,357 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,307 |
Filed as: FIDELITY INV INS OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $263 |
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 | $151,594 | $44,989+237.0% | $170,435-11.1% | $77,958+94.5% |
| Participation rate | 85.1% | 64.6%+20.5pp | 83.6%+1.5pp | 71.6%+13.5pp |
| Annual return | 16.12% | 19.61%-3.5pp | 205.94%-189.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $8,842 | $1,466+503.1% | $5,432+62.8% | $2,310+282.7% |
| Participant deferral / active EE | $4,125 | $2,208+86.8% | $4,939-16.5% | $3,537+16.6% |
| Admin fee / account holder | $78 | $69+13.8% | $13,881-99.4% | $97-19.4% |