Filed February 27, 2008
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS & COMPANY LLP Service code 16 · EIN 54-0504608 | Consulting | $12,850 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 · EIN 45-3176027 | Advisory (Plan) | $7,696 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,159 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,555 | $79,519-59.1% | $95,960-66.1% | $73,412-55.7% |
| Participation rate | 41.9% | 81.2%-39.3pp | 77.1%-35.2pp | 72.2%-30.3pp |
| Annual return | 10.73% | 19.20%-8.5pp | 91.63%-80.9pp | 59.30%-48.6pp |
| Employer contribution / active EE | $646 | $2,048-68.4% | $2,541-74.6% | $2,234-71.1% |
| Participant deferral / active EE | $1,190 | $4,138-71.2% | $4,167-71.4% | $3,806-68.7% |
| Admin fee / account holder | $111 | $184-39.7% | $6,797-98.4% | $158-29.7% |