Filed August 7, 2012
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,849 |
Employer contribution per participant 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.
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 | $20,557 | $123,286-83.3% | $75,501-72.8% | $77,958-73.6% |
| Participation rate | 92.9% | 78.8%+14.1pp | 72.4%+20.5pp | 71.6%+21.3pp |
| Annual return | 14.22% | 20.45%-6.2pp | 27.35%-13.1pp | 20.87%-6.6pp |
| Employer contribution / active EE | $0 | $2,035-100.0% | $2,352-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,476 | $3,095-20.0% | $3,142-21.2% | $3,537-30.0% |
| Admin fee / account holder | $172 | $144+19.2% | $5,801-97.0% | $97+76.4% |