Filed September 20, 2004
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 99 · EIN 27-2998861 | Other Fees | $18,597 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS Service code 99 · EIN 11-1000111 | Other Fees | $16,000 |
AMERICAN REALTY ADVISORS1 year Filed as: MUTUAL OF AMERICAN LIFE INSURANCE Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,487 |
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 | $25,714 | $46,332-44.5% | $143,799-82.1% | $64,819-60.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.35% | -10.05%-3.3pp | -0.04%-13.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $3,121 | $1,911+63.3% | $4,952-37.0% | $2,507+24.5% |
| Participant deferral / active EE | $2,772 | $2,647+4.7% | $5,638-50.8% | $4,311-35.7% |
| Admin fee / account holder | $67 | $154-56.7% | $14,677-99.5% | $188-64.5% |