Filed April 12, 2006
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 |
|---|---|---|
LEVITSKY & BERNEY, P.C.1 year Service code 10 · EIN 06-1012254 100 BRADLEY ROAD · WOODBRIDGE, CT 065252327 | Accounting | $14,750 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 135 SOUTH ROAD · FARMINGTON, CT 060322556 | Advisory (Plan) | $8,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,788 | $57,976+192.9% | $62,995+169.5% | $62,292+172.6% |
| Participation rate | 98.6% | 75.9%+22.6pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 13.12% | 17.54%-4.4pp | 87.57%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $3,499 | $2,415+44.9% | $2,759+26.8% | $2,042+71.3% |
| Participant deferral / active EE | $4,006 | $2,956+35.5% | $3,329+20.3% | $3,169+26.4% |
| Admin fee / account holder | $106 | $276-61.6% | $3,600-97.1% | $479-77.9% |