Filed February 2, 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 |
|---|---|---|
SASSETTI LLC1 year Filed as: SASSETTI CPA Service code 10 6611 NORTH AVENUE · OAK PARK, IL 60302 | Accounting | $9,120 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,109 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,172 | $65,118-72.1% | $76,768-76.3% | $55,725-67.4% |
| Participation rate | 95.3% | 79.6%+15.7pp | 77.0%+18.4pp | 70.9%+24.5pp |
| Annual return | -8.02% | -1.27%-6.7pp | 2.43%-10.4pp | 244.93%-252.9pp |
| Employer contribution / active EE | $1,859 | $1,941-4.2% | $2,485-25.2% | $2,078-10.5% |
| Participant deferral / active EE | $3,214 | $3,688-12.8% | $3,852-16.5% | $3,356-4.2% |
| Admin fee / account holder | $19 | $116-83.8% | $6,675-99.7% | $115-83.7% |