Filed June 27, 2005 (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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $1,710 |
Filed as: TRANSAMERICA Service code 15 · EIN 36-6071399 | Recordkeeping | $100 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,139 | $30,599-34.2% | $74,577-73.0% | $57,658-65.1% |
| Participation rate | 14.7% | 49.1%-34.4pp | 68.1%-53.4pp | 70.2%-55.5pp |
| Annual return | 9.51% | 14.24%-4.7pp | 20.47%-11.0pp | 5.13%+4.4pp |
| Employer contribution / active EE | $162 | $1,000-83.8% | $2,525-93.6% | $1,974-91.8% |
| Participant deferral / active EE | $510 | $1,805-71.7% | $3,458-85.2% | $3,061-83.3% |
| Admin fee / account holder | $10 | $98-89.9% | $4,138-99.8% | $95-89.6% |