Filed October 1, 2014
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $20,355 |
BATCHELOR, TILLERY & ROBERTS1+ years Filed as: BATCHELOR FRECHETTE ET AL Service code 16 · EIN 05-0487888 | Consulting | $10,000 |
THE WAGNER LAW GROUP1+ years Filed as: WAGNER LAW GROUP Service code 29 99 SUMMER STREET · BOSTON, MA 02110 | Legal | $8,488 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $5,205 |
ALPHA PENSION GROUP, INC.1+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $5,000 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE STRATEGIES, LLC Service code 27 51 MADISON AVE., ROOM 251 · NEW YORK, NY 10010 | Advisory (Plan) | $5,000 |
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.
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 | $11,546 | $46,732-75.3% | $156,551-92.6% | $55,167-79.1% |
| Participation rate | 98.1% | 65.8%+32.3pp | 84.0%+14.1pp | 69.0%+29.1pp |
| Annual return | -1.39% | 17.72%-19.1pp | 32.23%-33.6pp | 169.23%-170.6pp |
| Employer contribution / active EE | $473 | $2,105-77.5% | $5,501-91.4% | $1,963-75.9% |
| Participant deferral / active EE | $1,995 | $2,204-9.5% | $4,871-59.0% | $3,054-34.7% |
| Admin fee / account holder | $226 | $418-45.9% | $13,028-98.3% | $504-55.1% |