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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $460,380 |
JOHNSON STERLING, INC.9+ years Service code 16 · EIN 63-0970725 | Consulting | $422,855 |
Service code 26 · EIN 94-3423851 | Advisory (Participants) | $20,600 |
THE WELCH GROUP9+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $17,062 |
Filed as: FIDELITY INV INS OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $169 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,413 | $50,169+243.7% | $149,740+15.1% | $80,187+115.0% |
| Participation rate | 84.0% | 64.3%+19.7pp | 78.8%+5.2pp | 72.9%+11.0pp |
| Annual return | 16.95% | 29.82%-12.9pp | 134.51%-117.6pp | 40.40%-23.4pp |
| Employer contribution / active EE | $10,124 | $1,869+441.6% | $4,821+110.0% | $2,980+239.8% |
| Participant deferral / active EE | $5,064 | $3,194+58.5% | $5,683-10.9% | $5,016+1.0% |
| Admin fee / account holder | $116 | $153-24.1% | $13,222-99.1% | $145-20.0% |