Filed October 26, 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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,976 |
GREENSPRING ADVISORS, LLC4 years Service code 15 · EIN 82-5320133 | Recordkeeping | $32,500 |
WEYRICH, CRONIN & SORRA, LLC3 years Filed as: WEYRICH, CRONIN, & SORRA, LLC Service code 15 · EIN 81-4643077 | Recordkeeping | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,399 | $72,303+30.6% | $86,698+8.9% | $64,819+45.6% |
| Participation rate | 94.0% | 80.4%+13.6pp | 76.6%+17.4pp | 71.5%+22.5pp |
| Annual return | -14.76% | 392.77%-407.5pp | 35.95%-50.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $2,991 | $2,393+25.0% | $2,837+5.4% | $2,507+19.3% |
| Participant deferral / active EE | $6,097 | $4,660+30.8% | $4,656+30.9% | $4,311+41.4% |
| Admin fee / account holder | $244 | $174+40.1% | $7,493-96.7% | $188+29.8% |