Filed September 19, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $72,393 |
Filed as: BLUE PRAIRIE GROUP, LLC Service code 27 65 E WACKER PL. · CHICAGO, IL 60601 | Advisory (Plan) | $30,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,429 | $74,552+54.8% | $63,018+83.2% | $69,631+65.8% |
| Participation rate | 70.6% | 78.3%-7.7pp | 74.8%-4.2pp | 70.7%-0.1pp |
| Annual return | 10.62% | 15.77%-5.1pp | 87.62%-77.0pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $4,559 | $2,929+55.7% | $2,761+65.2% | $2,032+124.4% |
| Participant deferral / active EE | $2,783 | $2,974-6.4% | $3,330-16.4% | $3,224-13.7% |
| Admin fee / account holder | $72 | $59+20.4% | $3,601-98.0% | $110-35.2% |