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 |
|---|---|---|
BANKERS TRUST COMPANY3 years Filed as: TI-TRUST Service code 21 · EIN 20-1171923 2900 NORTH 23RD ST. · QUINCY, IL 62305 | Bank Trustee | $33,600 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 155 SOUTH MAIN ST., STE. 100 · PROVIDENCE, RI 02903 | Accounting | $22,802 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVE. NE · BRAINERD, MN 56401 | Contract Administrator | $19,666 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,828 | $61,356-97.0% | $149,696-98.8% | $71,511-97.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 1.35% | 35.86%-34.5pp | 134.46%-133.1pp | 28.86%-27.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $11 | $1,263-99.1% | $13,212-99.9% | $1,588-99.3% |