Filed September 30, 2005
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 |
|---|---|---|
STAHL & ASSOCIATES1 year Filed as: STAHL & ASSOCIATES INSURANCE, INC Service code 27 | Advisory (Plan) | $27,376 |
MET WEST FUNDS1 year Filed as: MET LIFE INVESTORS DISTRIBUTION CO Service code 53 1095 AVENUES OF THE AMERICAS · NEW YORK, NY 10036 | Insurance Commissions | $5,481 |
STAHL & ASSOCIATES1 year Filed as: STAHL & ASSOCIATES INSURANCE, INC. Service code 27 · EIN 59-2273547 | Advisory (Plan) | $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 | $23,796 | $46,732-49.1% | $156,551-84.8% | $55,167-56.9% |
| Participation rate | 69.9% | 65.8%+4.1pp | 84.0%-14.2pp | 69.0%+0.9pp |
| Annual return | 9.91% | 17.72%-7.8pp | 32.23%-22.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,303 | $2,105-38.1% | $5,501-76.3% | $1,963-33.6% |
| Participant deferral / active EE | $1,361 | $2,204-38.3% | $4,871-72.1% | $3,054-55.4% |
| Admin fee / account holder | $73 | $418-82.6% | $13,028-99.4% | $504-85.5% |