Filed February 11, 2005 (most recent of 3 filings on file)
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: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $68,412 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURANCE COPR OF NY Service code 15 · EIN 13-3758127 | Recordkeeping | $44,665 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,676 | $148,970-78.1% | $133,698-75.6% | $200,096-83.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.4%+15.3pp | 72.0%+19.7pp |
| Annual return | 13.35% | 27.07%-13.7pp | 580.90%-567.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1,239 | $3,561-65.2% | $4,218-70.6% | $3,038-59.2% |
| Participant deferral / active EE | $3,131 | $6,140-49.0% | $7,016-55.4% | $5,090-38.5% |
| Admin fee / account holder | $73 | $144-49.0% | $6,703-98.9% | $269-72.8% |