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 |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $24,430 |
BENEFIT FUNDING SERVICES GROUP1+ years Service code 16 · EIN 20-8532658 | Consulting | $12,500 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,650 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $2,866 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
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 | $41,177 | $112,772-63.5% | $57,357-28.2% | $59,188-30.4% |
| Participation rate | 94.8% | 71.3%+23.5pp | 75.1%+19.8pp | 69.4%+25.4pp |
| Annual return | 0.85% | 0.85%0pp | 24.41%-23.6pp | 5.51%-4.7pp |
| Employer contribution / active EE | $5,040 | $3,400+48.2% | $2,689+87.4% | $2,098+140.2% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $14 | $144-90.6% | $3,357-99.6% | $92-85.3% |