Filed May 26, 2004
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 15 · EIN 42-1484983 | Recordkeeping | $38,036 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,201 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $23,887 |
PENN INVESTMENT ADVISORS8 years Service code 27 · EIN 38-3802854 107 FLORAL VALE BLVD · YARDLEY, PA 19067 | Advisory (Plan) | $16,140 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,962 | $106,264-85.9% | $147,117-89.8% | $77,762-80.8% |
| Participation rate | 87.0% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 11.23% | 56.94%-45.7pp | 420.54%-409.3pp | 31.27%-20.0pp |
| Employer contribution / active EE | $706 | $4,074-82.7% | $4,932-85.7% | $2,728-74.1% |
| Participant deferral / active EE | $1,130 | $8,003-85.9% | $8,065-86.0% | $4,651-75.7% |
| Admin fee / account holder | $188 | $334-43.7% | $12,993-98.6% | $433-56.5% |