Filed December 30, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TD WEALTH Service code 18 PO BOX 4007 · CHERRY HILL, NJ 08003 | Custodial (other than securities) | $48,509 |
SHIPMAN & GOODWIN LLP1 year Service code 29 ONE CONSTITUTION PLAZA · HARTFORD, CT 06103 | Legal | $23,470 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 06-0512640 | Bank Trustee | $16,278 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 24 · EIN 06-1504963 | Discretionary Trustee | $9,645 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 63 · EIN 33-6134835 | 12b-1 Fees | $5,332 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,606 | $43,466-36.5% | $90,965-69.7% | $90,274-69.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 16.14% | 25.26%-9.1pp | 134.57%-118.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $988 | $840+17.7% | $2,122-53.4% | $2,523-60.8% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $119 | $92+29.4% | $5,960-98.0% | $114+4.2% |