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 |
|---|---|---|
ANTHEM FINANCIAL SERVICES2 years Service code 99 · EIN 27-2998861 | Other Fees | $29,296 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 49 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Other Services | $22,910 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,575 | $47,163-45.8% | $149,696-82.9% | $74,460-65.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 0.22% | 22.75%-22.5pp | 134.46%-134.2pp | 34.38%-34.2pp |
| Employer contribution / active EE | $2,968 | $1,907+55.7% | $4,821-38.4% | $2,638+12.5% |
| Participant deferral / active EE | $3,483 | $2,730+27.6% | $5,682-38.7% | $4,530-23.1% |
| Admin fee / account holder | $171 | $343-50.2% | $13,212-98.7% | $348-50.9% |