Filed December 15, 1995 (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 64 · EIN 04-2647786 | Recordkeeping Fees | $213,259 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $27,810 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840458 | Legal | $11,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,542 | $143,368-75.9% | $87,102-60.3% | $89,609-61.5% |
| Participation rate | 38.1% | 88.2%-50.1pp | 76.9%-38.8pp | 69.6%-31.5pp |
| Annual return | 21.41% | 28.55%-7.1pp | 28.19%-6.8pp | 33.65%-12.2pp |
| Employer contribution / active EE | $1,012 | $4,012-74.8% | $2,521-59.9% | $2,584-60.9% |
| Participant deferral / active EE | $0 | $7,129-100.0% | $4,048-100.0% | $4,222-100.0% |
| Admin fee / account holder | $36 | $61-41.1% | $7,493-99.5% | $72-50.0% |