Filed February 17, 2009 (most recent of 3 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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,853 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $20,000 |
CARON & BLETZER, PLLC3 years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,060 | $96,236+51.8% | $136,072+7.3% | $80,935+80.5% |
| Participation rate | 94.6% | 71.2%+23.4pp | 76.4%+18.1pp | 67.7%+26.9pp |
| Annual return | 14.77% | 28.74%-14.0pp | 580.46%-565.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $6,092 | $3,350+81.8% | $4,216+44.5% | $2,757+121.0% |
| Participant deferral / active EE | $6,576 | $5,709+15.2% | $7,028-6.4% | $4,299+52.9% |
| Admin fee / account holder | $344 | $8,250-95.8% | $6,718-94.9% | $6,924-95.0% |