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 |
|---|---|---|
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS, LLC Service code 51 · EIN 47-1303673 216 MAPLE AVE · RED BANK, NJ 07701 | Investment Mgmt Fees | $21,730 |
CARON & BLETZER, PLLC2+ years Filed as: CARON & BELTZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $7,650 |
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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 | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 4.48% | 5.68%-1.2pp | 4.74%-0.3pp | 4.56%-0.1pp |
| Employer contribution / active EE | $6,674 | $16,243-58.9% | $36,089-81.5% | $15,526-57.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |