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.
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON STERLING, INC.1 year Filed as: JOHNSON STERLING, INC Service code 28 · EIN 63-0970725 | Investment Management | $699,548 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,397 |
THE WELCH GROUP5+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $7,614 |
Filed as: FIDELITY INV INS OPERATIONS INC Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,653 | $47,456+247.0% | $172,739-4.7% | $77,787+111.7% |
| Participation rate | 81.4% | 66.3%+15.1pp | 82.6%-1.2pp | 73.2%+8.2pp |
| Annual return | 19.91% | 35.57%-15.7pp | 802.84%-782.9pp | 32.57%-12.7pp |
| Employer contribution / active EE | $8,061 | $1,574+412.1% | $5,143+56.7% | $2,504+221.9% |
| Participant deferral / active EE | $4,134 | $2,560+61.5% | $5,198-20.5% | $3,967+4.2% |
| Admin fee / account holder | $117 | $81+44.7% | $13,954-99.2% | $100+16.9% |