Filed January 19, 2006
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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,486 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 100 MADISON STREET, ATTN BD · SYRACUSE, NY 13202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,572 | $54,558-22.0% | $76,002-44.0% | $74,546-42.9% |
| Participation rate | 69.4% | 60.3%+9.1pp | 69.1%+0.3pp | 67.2%+2.2pp |
| Annual return | 11.51% | 31.83%-20.3pp | 360.07%-348.6pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,999 | $3,065+63.1% | $4,257+17.4% | $4,347+15.0% |
| Admin fee / account holder | $38 | $2,232-98.3% | $6,414-99.4% | $1,944-98.1% |