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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP3+ years Service code 16 · EIN 20-8532658 | Consulting | $14,500 |
5500TAX GROUP, INC.1 year Service code 64 · EIN 20-2116576 | Recordkeeping Fees | $6,662 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $1,154 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $400 |
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 | $50,118 | $92,091-45.6% | $63,018-20.5% | $77,958-35.7% |
| Participation rate | 98.5% | 74.5%+24.1pp | 74.8%+23.7pp | 71.6%+26.9pp |
| Annual return | 16.39% | 16.23%+0.2pp | 87.63%-71.2pp | 20.87%-4.5pp |
| Employer contribution / active EE | $5,379 | $3,424+57.1% | $2,761+94.8% | $2,310+132.8% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,330-100.0% | $3,537-100.0% |
| Admin fee / account holder | $8 | $48-83.6% | $3,601-99.8% | $97-91.9% |