Filed January 1, 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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $77,747 |
GREENBUSH FINANCIAL GROUP, LLC1+ years Filed as: GREENBUSH FINANCIAL GROUP Service code 26 · EIN 14-1821559 75 TROY ROAD · EAST GREENBUSH, NY 12061 | Advisory (Participants) | $20,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $244,621 | $75,832+222.6% | $147,617+65.7% | $59,633+310.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.03% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $18,903 | $3,485+442.5% | $5,564+239.7% | $2,203+758.2% |
| Participant deferral / active EE | $13,697 | $3,131+337.5% | $4,895+179.8% | $3,192+329.2% |
| Admin fee / account holder | $627 | $5,986-89.5% | $11,612-94.6% | $4,297-85.4% |