Filed January 13, 2013 (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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $191,825 |
ENDEAVOR RETIREMENT, LLC1 year Service code 17 · EIN 86-2036949 | Pension Consulting | $23,868 |
Filed as: PRUDENT INVESTOR ADVISORS,LLC Service code 28 · EIN 65-1306741 | Investment Management | $19,123 |
KBF CPAS LLP1 year Service code 10 · EIN 82-1030164 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,633 | $113,568+32.6% | $67,560+123.0% | $200,096-24.7% |
| Participation rate | 66.1% | 73.3%-7.2pp | 72.9%-6.8pp | 72.0%-5.9pp |
| Annual return | 12.39% | 15.88%-3.5pp | 3533.50%-3521.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $3,545 | $3,409+4.0% | $2,737+29.5% | $3,038+16.7% |
| Participant deferral / active EE | $3,265 | $4,163-21.6% | $4,004-18.5% | $5,090-35.9% |
| Admin fee / account holder | $157 | $102+52.9% | $3,994-96.1% | $269-41.9% |