Filed June 5, 2013 (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 |
|---|---|---|
BCBSA NEBA1+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $23,451 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$13,623 |
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 | $65,720 | $68,413-3.9% | $123,105-46.6% | $55,191+19.1% |
| Participation rate | 95.1% | 84.5%+10.5pp | 86.8%+8.3pp | 69.2%+25.9pp |
| Annual return | 1.04% | 6.30%-5.3pp | 13.22%-12.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,746 | $3,050-10.0% | $5,151-46.7% | $1,899+44.6% |
| Participant deferral / active EE | $4,087 | $4,490-9.0% | $6,229-34.4% | $3,046+34.2% |
| Admin fee / account holder | $9 | $88-89.9% | $9,014-99.9% | $91-90.2% |