Filed January 6, 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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS Service code 27 · EIN 13-4071393 | Advisory (Plan) | $57,086 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,288 |
BOWMAN & COMPANY LLP2 years Filed as: BOWMAN AND COMPANY LLP Service code 10 601 WHITE HORSE RD. · VOORHEES, NJ 08043 | Accounting | $11,250 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $3,791 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,905 | $101,672+166.4% | $147,117+84.1% | $74,478+263.7% |
| Participation rate | 93.5% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 16.71% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $6,712 | $3,813+76.0% | $4,932+36.1% | $2,626+155.6% |
| Participant deferral / active EE | $10,752 | $7,305+47.2% | $8,065+33.3% | $4,350+147.1% |
| Admin fee / account holder | $639 | $1,753-63.6% | $12,993-95.1% | $1,946-67.2% |