Filed October 23, 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 |
|---|---|---|
ERP RETIREMENT SERVICES1 year Filed as: ERP ACTUARIES & CONSULTANTS INC Service code 49 · EIN 71-0294708 SOUTH 135 PINELAWN RD STE 130 · MELVILLE, NY 11747 | Other Services | $0 |
HATCHER CAPITAL INVESTMENTS2 years Filed as: HATCHER CAPITAL INVESTMENTS, INC. Service code 27 · EIN 47-3583159 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,236 | $50,982-32.8% | $154,803-77.9% | $85,563-60.0% |
| Participation rate | 81.1% | 59.8%+21.3pp | 78.1%+3.0pp | 66.0%+15.1pp |
| Annual return | 13.73% | 30.35%-16.6pp | 58.88%-45.2pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,139 | $1,708-33.3% | $4,305-73.5% | $2,654-57.1% |
| Participant deferral / active EE | $1,643 | $2,474-33.6% | $5,540-70.3% | $4,375-62.4% |
| Admin fee / account holder | $79 | $846-90.7% | $14,329-99.5% | $834-90.6% |