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 Filed as: JOHNSON STERLING, INC Service code 16 · EIN 63-0970725 | Consulting | $671,506 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $603,793 |
THE WELCH GROUP7+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $17,417 |
Service code 28 · EIN 94-3423851 | Investment Management | $5,352 |
Filed as: FIDELITY INV INS OPERATIONS INC Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
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 | $192,231 | $67,512+184.7% | $185,854+3.4% | $93,010+106.7% |
| Participation rate | 80.3% | 67.1%+13.2pp | 81.7%-1.4pp | 73.9%+6.4pp |
| Annual return | 15.10% | 21.04%-5.9pp | 122.12%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $8,875 | $1,783+397.7% | $5,169+71.7% | $2,705+228.1% |
| Participant deferral / active EE | $4,305 | $3,035+41.8% | $5,569-22.7% | $4,561-5.6% |
| Admin fee / account holder | $185 | $318-41.8% | $16,246-98.9% | $152+21.9% |