Filed December 15, 2010
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 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: ROBIN S WEINGAST Service code 53 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Insurance Commissions | $0 |
STEPHEN L. GROSSMAN1+ years Filed as: STEPHEN L GROSSMAN Service code 53 250 WEST 34TH ST · NEW YORK, NY 10119 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,480 | $46,732-94.7% | $156,551-98.4% | $55,167-95.5% |
| Participation rate | 81.1% | 65.8%+15.3pp | 84.0%-2.9pp | 69.0%+12.2pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $58 | $2,105-97.3% | $5,501-99.0% | $1,963-97.1% |
| Participant deferral / active EE | $81 | $2,204-96.3% | $4,871-98.3% | $3,054-97.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |