Filed May 13, 1996
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,466,951 |
THOMSON HORSTMANN & BRYANT2 years Filed as: THOMSON REUTERS-WEST Service code 13 · EIN 41-1426973 | Contract Administrator | $24,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,337 | $52,172-36.1% | $56,025-40.5% | $106,553-68.7% |
| Participation rate | 16.0% | 32.5%-16.6pp | 52.5%-36.5pp | 69.8%-53.9pp |
| Annual return | 15.43% | 17.21%-1.8pp | 1712.69%-1697.3pp | 17.37%-1.9pp |
| Employer contribution / active EE | $302 | $613-50.7% | $1,042-71.0% | $3,359-91.0% |
| Participant deferral / active EE | $427 | $1,424-70.0% | $1,955-78.2% | $5,562-92.3% |
| Admin fee / account holder | $36 | $90-60.0% | $2,828-98.7% | $80-54.5% |