Filed March 12, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $76,238 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $41,457 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,696 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,129 |
BAY COLONY ADVISORS1 year Filed as: BAY MUTUAL FINANCIAL Service code 70 · EIN 38-3694155 | Consulting Fees | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,879 | $56,640+94.0% | $80,977+35.7% | $57,661+90.6% |
| Participation rate | 97.2% | 75.9%+21.4pp | 75.8%+21.4pp | 70.2%+27.0pp |
| Annual return | 6.35% | 19.97%-13.6pp | 17.11%-10.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $2,488 | $2,085+19.3% | $3,715-33.0% | $1,974+26.1% |
| Participant deferral / active EE | $6,551 | $4,944+32.5% | $5,696+15.0% | $3,061+114.0% |
| Admin fee / account holder | $121 | $87+39.3% | $5,517-97.8% | $95+28.4% |