Filed June 11, 2008 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,412 |
Filed as: HUDSON HERITAGE CAPITL MGMT, INC. Service code 49 | Other Services | $1,062 |
HUDSON HERITAGE CAPITAL MGMT3 years Service code 49 · EIN 13-3970289 | Other Services | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,664 | $50,919-57.5% | $155,556-86.1% | $77,762-72.1% |
| Participation rate | 26.7% | 63.1%-36.4pp | 78.2%-51.5pp | 70.6%-43.9pp |
| Annual return | 13.05% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $140 | $1,991-93.0% | $4,675-97.0% | $2,728-94.9% |
| Participant deferral / active EE | $580 | $2,824-79.5% | $5,631-89.7% | $4,651-87.5% |
| Admin fee / account holder | $139 | $437-68.2% | $15,885-99.1% | $433-67.9% |