Filed July 1, 2008
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 |
|---|---|---|
COHNREZNICK LLP1+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $5,373 |
PASI, LLC1+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $4,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,560 | $52,467+112.6% | $57,196+95.1% | $55,167+102.2% |
| Participation rate | 92.2% | 75.8%+16.4pp | 75.3%+16.9pp | 69.0%+23.2pp |
| Annual return | 1.28% | 7.72%-6.4pp | 14.59%-13.3pp | 169.23%-167.9pp |
| Employer contribution / active EE | $8,383 | $2,477+238.4% | $2,683+212.4% | $1,963+327.1% |
| Participant deferral / active EE | $4,504 | $2,830+59.1% | $3,096+45.5% | $3,054+47.5% |
| Admin fee / account holder | $32 | $269-88.2% | $3,141-99.0% | $504-93.7% |