Filed January 29, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,382 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,380 |
AKT LLP10+ years Filed as: AKT CPAS AND BUSINESS CONSULTANTS Service code 10 · EIN 93-0623286 | Accounting | $10,500 |
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 | $27,758 | $38,165-27.3% | $189,758-85.4% | $69,255-59.9% |
| Participation rate | 93.8% | 66.7%+27.1pp | 79.8%+14.0pp | 69.0%+24.8pp |
| Annual return | 13.33% | 14.65%-1.3pp | 52.62%-39.3pp | 26.73%-13.4pp |
| Employer contribution / active EE | $2,605 | $1,589+64.0% | $4,767-45.3% | $2,645-1.5% |
| Participant deferral / active EE | $4,676 | $2,073+125.6% | $5,856-20.2% | $2,890+61.8% |
| Admin fee / account holder | $150 | $714-79.0% | $20,388-99.3% | $733-79.6% |