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.4+ years Service code 28 · EIN 63-0970725 | Investment Management | $535,511 |
THE WELCH GROUP4+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $24,529 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,721 |
Filed as: FIDELITY INV INS OPERATIONS INC Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
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 | $142,538 | $45,382+214.1% | $154,110-7.5% | $75,289+89.3% |
| Participation rate | 83.2% | 65.9%+17.3pp | 83.0%+0.2pp | 72.4%+10.8pp |
| Annual return | -4.02% | -0.47%-3.6pp | 735.22%-739.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $9,030 | $1,533+489.1% | $5,298+70.5% | $2,405+275.5% |
| Participant deferral / active EE | $4,095 | $2,384+71.8% | $5,081-19.4% | $3,739+9.5% |
| Admin fee / account holder | $98 | $89+9.2% | $13,412-99.3% | $102-4.7% |