Filed June 17, 2002
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 |
|---|---|---|
ROPES & GRAY LLP2 years Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 PRUDENTIAL TOWER · BOSTON, MA 021993600 | Legal | $30,785 |
Filed as: GOSSELIN CONSULTING GROUP Service code 27 25 BRAINTREE HILL OFFICE PK · BRAINTREE, MA 02184 | Advisory (Plan) | $19,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 3570 CARMEL MOUNTAIN RD, SUITE 150 · SAN DIEGO, CA 92130 | Advisory (Plan) | $19,000 |
Filed as: FIDELITY INVESTMENTS INTERNATIONAL Service code 64 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Recordkeeping Fees | -$1,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $911,140 | $94,833+860.8% | $75,731+1103.1% | $86,821+949.4% |
| Participation rate | 0.0% | 79.1%-79.1pp | 74.8%-74.8pp | 72.3%-72.3pp |
| Annual return | 21.41% | 16.91%+4.5pp | 104.65%-83.2pp | 97.94%-76.5pp |
| Employer contribution / active EE | $3,233 | $2,904+11.3% | $2,743+17.9% | $2,406+34.4% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $793 | $109+630.2% | $3,620-78.1% | $170+367.7% |