Filed September 29, 1992
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 | $58,554 |
Service code 16 · EIN 13-2638166 | Consulting | $56,250 |
VERRILL DANA LLP6 years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $41,922 |
HAGER STRATEGIC1 year Service code 16 · EIN 52-1942556 | Consulting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,857 | $101,555+41.7% | $109,923+30.9% | $101,555+41.7% |
| Participation rate | 53.1% | 74.5%-21.5pp | 74.2%-21.2pp | 74.5%-21.5pp |
| Annual return | 17.19% | 21.00%-3.8pp | 29.46%-12.3pp | 21.00%-3.8pp |
| Employer contribution / active EE | $2,924 | $2,972-1.6% | $2,844+2.8% | $2,972-1.6% |
| Participant deferral / active EE | $2,354 | $4,874-51.7% | $4,048-41.8% | $4,874-51.7% |
| Admin fee / account holder | $72 | $139-48.1% | $6,070-98.8% | $139-48.1% |