Filed August 8, 2014
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 37 · EIN 04-2647786 | Loan Processing | $118,028 |
PRECEPT ADVISORY GROUP2 years Filed as: PRECEPT Service code 16 · EIN 93-0959770 | Consulting | $87,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,827 |
KPMG LLP4 years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $38,000 |
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 | $199,998 | $105,173+90.2% | $87,102+129.6% | $77,775+157.2% |
| Participation rate | 88.8% | 85.8%+3.0pp | 76.9%+11.9pp | 73.2%+15.6pp |
| Annual return | 23.94% | 24.52%-0.6pp | 28.19%-4.2pp | 32.58%-8.6pp |
| Employer contribution / active EE | $3,992 | $2,890+38.1% | $2,521+58.3% | $2,504+59.4% |
| Participant deferral / active EE | $8,909 | $5,048+76.5% | $4,048+120.1% | $3,966+124.6% |
| Admin fee / account holder | $155 | $105+48.3% | $7,493-97.9% | $100+55.0% |