Filed May 22, 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 |
|---|---|---|
Service code 64 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $5,014 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,417 |
Filed as: MORGAN STANLEY Service code 27 1300 THANES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $2,592 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW & CO., P.C. Service code 10 305 WEST BIG BEAVER ROAD · TROY, MI 48084 | Accounting | $1,502 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E PROVIDENCE, RI 029141202 | Contract Administrator | $1,286 |
Annual investment return 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 | $23,372 | $98,982-76.4% | $162,171-85.6% | $65,185-64.1% |
| Participation rate | 99.3% | 85.8%+13.5pp | 87.6%+11.7pp | 70.2%+29.1pp |
| Annual return | 18.03% | 24.84%-6.8pp | 115.60%-97.6pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,601 | $3,467-53.8% | $5,613-71.5% | $2,177-26.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $72 | $596-87.9% | $10,843-99.3% | $847-91.5% |