Filed October 18, 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 |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $61,662 |
Filed as: M HOLDING SECURITIES INC Service code 22 | Insurance Broker | $11,572 |
STRATEGIC PENSION SERVICES, LLC3+ years Service code 15 · EIN 14-1836262 | Recordkeeping | $2,110 |
Filed as: JOHN D DEMARIA Service code 53 3 HALFMOON EXECUTIVE PARK DRIVE · CLIFTON PARK, NY 12065 | Insurance Commissions | $0 |
Filed as: M HOLDING SECURITIES, INC Service code 22 · EIN 91-1802259 | Insurance Broker | $0 |
Filed as: NICHOLAS STEVEN PREDDICE Service code 53 8 SOUTHWOODS BLVD · ALBANY, NY 12211 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,629 | $47,448+95.2% | $94,993-2.5% | $62,293+48.7% |
| Participation rate | 73.6% | 66.5%+7.1pp | 73.9%-0.2pp | 69.5%+4.1pp |
| Annual return | 11.85% | 22.64%-10.8pp | 27.14%-15.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $683 | $1,300-47.5% | $2,603-73.8% | $2,042-66.6% |
| Participant deferral / active EE | $4,748 | $2,375+100.0% | $3,317+43.1% | $3,169+49.8% |
| Admin fee / account holder | $259 | $434-40.4% | $4,960-94.8% | $479-46.0% |