Filed December 2, 2011
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 |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 155 SOUTH MAIN ST., STE. 100 · PROVIDENCE, RI 02903 | Accounting | $20,909 |
BANKERS TRUST COMPANY2 years Filed as: TI-TRUST Service code 21 · EIN 20-1171923 42900 NORTH 23RD ST. · QUINCY, IL 62305 | Bank Trustee | $15,000 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 111 N. 6TH ST. · READING, PA 196030679 | Legal | $3,500 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVE. NE · BRAINERD, MN 56401 | Contract Administrator | $1,012 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,971 | $65,061-92.4% | $143,757-96.5% | $66,914-92.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -1.68% | -11.14%+9.5pp | -0.04%-1.6pp | 1.58%-3.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $110 | $502-78.2% | $14,673-99.3% | $593-81.5% |