Filed December 27, 2011
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 |
|---|---|---|
ALMICH & ASSOCIATES3 years Service code 10 · EIN 33-0526284 | Accounting | $25,000 |
Filed as: TEACHERS INS AND ANNUITY ASSO Service code 19 · EIN 13-1624203 | Securities Custodian | $11,653 |
Filed as: BENEFIT FINANCIAL SERVICES Service code 16 · EIN 20-8532658 | Consulting | $11,250 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,631 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,158 | $204,517-62.8% | $69,480+9.6% | $77,775-2.1% |
| Participation rate | 88.1% | 74.6%+13.5pp | 74.6%+13.5pp | 73.2%+14.9pp |
| Annual return | 15.06% | 22.10%-7.0pp | 28.99%-13.9pp | 32.58%-17.5pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,780-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,900 | $3,478+69.6% | $3,537+66.8% | $3,966+48.8% |
| Admin fee / account holder | $18 | $101-82.4% | $3,840-99.5% | $100-82.3% |