Filed April 30, 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 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $20,941 |
SB & COMPANY, LLC6 years Service code 10 · EIN 20-2153727 | Accounting | $9,180 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,422 | $53,199-61.6% | $155,567-86.9% | $199,768-89.8% |
| Participation rate | 13.1% | 64.1%-51.1pp | 78.2%-65.1pp | 72.0%-59.0pp |
| Annual return | 11.65% | 41.17%-29.5pp | 64.74%-53.1pp | 34.26%-22.6pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $249 | $3,163-92.1% | $5,628-95.6% | $5,090-95.1% |
| Admin fee / account holder | $104 | $186-44.1% | $15,916-99.3% | $269-61.4% |