Filed September 20, 2013 (most recent of 2 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: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Direct payment from the plan; Valuati... | $32,700 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS Service code 22 · EIN 45-2712335 | Insurance Broker | $13,213 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $12,480 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,058 | $26,549+39.6% | $61,501-39.7% | $66,949-44.6% |
| Participation rate | 98.7% | 38.1%+60.6pp | 52.6%+46.1pp | 69.8%+28.8pp |
| Annual return | -4.05% | -16.21%+12.2pp | 339.04%-343.1pp | 1.57%-5.6pp |
| Employer contribution / active EE | $703 | $651+7.9% | $1,160-39.4% | $2,545-72.4% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,239-100.0% |
| Admin fee / account holder | $108 | $409-73.6% | $2,132-94.9% | $594-81.8% |