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 LLP3+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $10,500 |
LPL FINANCIAL1 year Service code 53 · EIN 04-3046611 | Insurance Commissions | $6,000 |
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 | $133,872 | $55,002+143.4% | $59,887+123.5% | $56,287+137.8% |
| Participation rate | 94.9% | 75.9%+19.0pp | 74.7%+20.2pp | 69.9%+25.1pp |
| Annual return | 8.90% | 1.13%+7.8pp | 3.46%+5.4pp | -9.96%+18.9pp |
| Employer contribution / active EE | $9,225 | $2,448+276.9% | $2,722+238.9% | $2,111+337.0% |
| Participant deferral / active EE | $5,197 | $3,121+66.5% | $3,402+52.7% | $3,350+55.1% |
| Admin fee / account holder | $68 | $236-71.1% | $3,591-98.1% | $521-86.9% |