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 |
|---|---|---|
Filed as: BENEFIT FINANCIAL SERVICES Service code 16 · EIN 20-8532658 | Consulting | $33,750 |
ALMICH & ASSOCIATES7 years Service code 10 · EIN 33-0526284 | Accounting | $12,500 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $5,024 |
Filed as: TEACHERS INS AND ANNUITY ASSO Service code 19 · EIN 13-1624203 | Securities Custodian | $2,230 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,659 | $105,179-2.4% | $64,110+60.1% | $80,187+28.0% |
| Participation rate | 94.2% | 73.5%+20.7pp | 72.3%+21.9pp | 72.9%+21.3pp |
| Annual return | 16.37% | 20.34%-4.0pp | 33.75%-17.4pp | 40.40%-24.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,751-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $7,633 | $4,020+89.9% | $3,883+96.6% | $5,016+52.2% |
| Admin fee / account holder | $21 | $113-81.1% | $3,071-99.3% | $145-85.3% |