Filed May 28, 2010 (most recent of 4 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 |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Filed as: NEW EDGE ADVISORS, LLC Service code 27 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Advisory (Plan) | $81,118 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $30,197 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $20,622 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDING INC. Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $20,442 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,885 |
Filed as: KING & PRINCE SEAFOOD CORP Service code 99 · EIN 58-0630562 | Other Fees | $3,074 |
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 | $63,262 | $66,486-4.8% | $81,370-22.3% | $77,762-18.6% |
| Participation rate | 98.0% | 68.7%+29.3pp | 69.5%+28.5pp | 70.6%+27.5pp |
| Annual return | 14.26% | 15.95%-1.7pp | 24.85%-10.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $2,588 | $2,158+19.9% | $2,464+5.0% | $2,728-5.1% |
| Participant deferral / active EE | $5,556 | $3,677+51.1% | $3,885+43.0% | $4,651+19.5% |
| Admin fee / account holder | $3 | $586-99.5% | $5,749-100.0% | $433-99.3% |