Filed March 15, 2016 (most recent of 2 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 |
|---|---|---|
Service code 29 · EIN 36-1453176 | Legal | $263,952 |
Service code 11 · EIN 53-0181291 | Actuarial | $188,838 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $90,459 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $73,909 |
SOBEL AND CO LLC CPA5+ years Filed as: SOBEL & CO. LLC Service code 10 · EIN 22-1430039 | Accounting | $39,595 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 49 · EIN 22-1467904 | Other Services | $11,050 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 13-4122960 | Recordkeeping | $1,971 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $196,340 | $96,403+103.7% | $93,621+109.7% | $77,775+152.4% |
| Participation rate | 100.0% | 87.6%+12.4pp | 75.8%+24.2pp | 73.2%+26.8pp |
| Annual return | 20.77% | 39.36%-18.6pp | 32.76%-12.0pp | 32.58%-11.8pp |
| Employer contribution / active EE | $9,757 | $3,616+169.9% | $2,719+258.9% | $2,504+289.7% |
| Participant deferral / active EE | $10,014 | $5,341+87.5% | $4,070+146.1% | $3,966+152.5% |
| Admin fee / account holder | $112 | $90+24.9% | $7,890-98.6% | $100+11.7% |