Filed December 5, 2008
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 52 · EIN 04-1590850 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Indirect Investment Fees | $44,785 |
TBS AGENCY INC2 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $19,055 |
METRO BENEFITS, INC.2 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $4,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $26,933 | $46,173-41.7% | $170,435-84.2% | $69,631-61.3% |
| Participation rate | 61.0% | 63.9%-2.9pp | 83.6%-22.6pp | 70.7%-9.6pp |
| Annual return | 13.85% | 21.62%-7.8pp | 205.94%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,512 | $2,080-27.3% | $4,939-69.4% | $3,224-53.1% |
| Admin fee / account holder | $107 | $116-7.6% | $13,881-99.2% | $110-3.0% |