Filed August 23, 2018
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $187,974 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $28,270 |
Service code 25 601 CONGRESS ST 6TH FL · BOSTON, MA 02210 | Directed Trustee | $5,949 |
THE BANK OF NEW YORK MELLON4 years Service code 99 · EIN 13-5160382 | Other Fees | $5,136 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,175 | $82,783-59.9% | $133,982-75.2% | $90,274-63.3% |
| Participation rate | 97.5% | 81.3%+16.2pp | 79.8%+17.7pp | 73.4%+24.2pp |
| Annual return | 5.54% | 21.89%-16.4pp | 45.10%-39.6pp | 53.97%-48.4pp |
| Employer contribution / active EE | $3,324 | $2,388+39.2% | $3,919-15.2% | $2,523+31.7% |
| Participant deferral / active EE | $2,975 | $4,291-30.7% | $5,047-41.1% | $4,231-29.7% |
| Admin fee / account holder | $43 | $93-53.2% | $8,930-99.5% | $114-61.9% |