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.4 years Filed as: JOHNSON STERLING, INC Service code 16 · EIN 63-0970725 | Consulting | $504,376 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $455,963 |
Service code 28 · EIN 94-3423851 | Investment Management | $20,354 |
THE WELCH GROUP8+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $16,259 |
Filed as: FIDELITY INV INS OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,677 | $45,000+248.2% | $143,799+9.0% | $77,906+101.1% |
| Participation rate | 81.9% | 66.8%+15.0pp | 80.3%+1.6pp | 73.7%+8.2pp |
| Annual return | -14.34% | 29.03%-43.4pp | -0.04%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $9,371 | $1,870+401.3% | $4,952+89.2% | $2,846+229.2% |
| Participant deferral / active EE | $4,666 | $3,157+47.8% | $5,638-17.2% | $4,805-2.9% |
| Admin fee / account holder | $134 | $98+36.5% | $14,677-99.1% | $133+1.3% |