Filed August 15, 2018 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,086 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $60,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,291 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,873 | $75,760+33.1% | $123,105-18.1% | $59,188+70.4% |
| Participation rate | 89.1% | 86.0%+3.0pp | 86.8%+2.3pp | 69.4%+19.7pp |
| Annual return | 0.26% | 2.93%-2.7pp | 13.22%-13.0pp | 5.51%-5.2pp |
| Employer contribution / active EE | $2,725 | $3,415-20.2% | $5,151-47.1% | $2,098+29.9% |
| Participant deferral / active EE | $5,049 | $5,000+1.0% | $6,229-19.0% | $3,265+54.6% |
| Admin fee / account holder | $88 | $61+44.3% | $9,014-99.0% | $92-5.0% |