Filed June 17, 2012
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 |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $41,134 |
PENCHECKS9 years Service code 50 · EIN 33-6134835 | Direct Payment | $11,574 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 8.65% | 174.02%-165.4pp | 148.65%-140.0pp | 13.05%-4.4pp |
| Employer contribution / active EE | $13,604 | $30,823-55.9% | $26,844-49.3% | $37,652-63.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |