Filed October 7, 2011 (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.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $172,019 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 04-2659023 800 UNIVERSITY AVENUE · WESTWOOD, MA 02090 | Advisory (Plan) | $75,000 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 1330 EVENING CREEK DRIVE NORTH · SAN DIEGO, CA 92128 | Accounting | $22,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,767 | $63,259+48.2% | $178,510-47.5% | $93,223+0.6% |
| Participation rate | 93.7% | 72.1%+21.6pp | 81.9%+11.8pp | 74.9%+18.8pp |
| Annual return | 17.73% | 19.93%-2.2pp | 151.13%-133.4pp | 19.29%-1.6pp |
| Employer contribution / active EE | $2,381 | $1,865+27.7% | $5,011-52.5% | $2,680-11.1% |
| Participant deferral / active EE | $6,259 | $3,372+85.6% | $5,202+20.3% | $4,563+37.2% |
| Admin fee / account holder | $43 | $58-25.9% | $13,988-99.7% | $79-45.7% |