Filed February 10, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,923,289 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 13 · EIN 04-6171663 | Contract Administrator | $761,081 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $113,360 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC. Service code 49 · EIN 06-1053228 | Other Services | $23,372 |
Filed as: TEAL BECKER & CHIARAMONTE Service code 16 | Consulting | $11,500 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 16 · EIN 20-5916766 | Consulting | $5,437 |
FINDLEY5 years Service code 50 · EIN 34-1213174 | Direct Payment | $0 |
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 | $6,117,040 | $83,057+7264.9% | $143,801+4153.8% | $89,433+6739.8% |
| Participation rate | 0.0% | 74.0%-74.0pp | 80.3%-80.3pp | 71.3%-71.3pp |
| Annual return | -10.99% | -13.97%+3.0pp | -0.04%-11.0pp | -11.88%+0.9pp |
| Employer contribution / active EE | $1,276 | $2,095-39.1% | $4,952-74.2% | $3,021-57.8% |
| Participant deferral / active EE | $4,253 | $4,281-0.7% | $5,639-24.6% | $5,125-17.0% |
| Admin fee / account holder | $7,164 | $83+8532.0% | $14,680-51.2% | $79+8923.3% |