Filed July 5, 2005
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 |
|---|---|---|
ESSEX FINANCIAL SERVICES1+ years Filed as: ESSEX FINANCIAL SERVICES INC. Service code 17 · EIN 36-4529342 | Pension Consulting | $52,323 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $41,697 |
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 | $34,599 | $37,039-6.6% | $147,618-76.6% | $59,188-41.5% |
| Participation rate | 93.1% | 63.8%+29.3pp | 84.6%+8.5pp | 69.4%+23.7pp |
| Annual return | 2.56% | 7.19%-4.6pp | 61.98%-59.4pp | 5.51%-2.9pp |
| Employer contribution / active EE | $1,943 | $1,353+43.6% | $5,564-65.1% | $2,098-7.4% |
| Participant deferral / active EE | $2,323 | $2,094+10.9% | $4,895-52.6% | $3,265-28.9% |
| Admin fee / account holder | $22 | $60-63.4% | $11,612-99.8% | $92-76.1% |