Filed March 5, 2007
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WALL EINHORN & CHERNITZER PC2+ years Filed as: WALL STREET FINANCIAL GROUP, INC. Service code 26 42 SOUTH STREET · GLEN FALLS, NY 12801 | Advisory (Participants) | $9,851 |
Filed as: BENEFIT PLANS ADMIN SERVICES. INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $5,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,100 | $75,183-46.7% | $123,894-67.6% | $55,167-27.3% |
| Participation rate | 25.9% | 72.8%-46.9pp | 81.4%-55.5pp | 69.0%-43.0pp |
| Annual return | 6.20% | 19.01%-12.8pp | 47.52%-41.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,202 | $5,084-76.4% | $5,984-79.9% | $3,054-60.6% |
| Admin fee / account holder | $232 | $663-65.0% | $8,357-97.2% | $504-54.0% |