Filed May 22, 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 |
|---|---|---|
EGPS1 year Filed as: EGPS INC. Service code 11 · EIN 13-3180178 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Actuarial | $5,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,855 | $49,940-44.2% | $95,740-70.9% | $74,460-62.6% |
| Participation rate | 24.7% | 66.8%-42.1pp | 72.3%-47.6pp | 70.7%-46.1pp |
| Annual return | 22.58% | 24.92%-2.3pp | 28.41%-5.8pp | 34.38%-11.8pp |
| Employer contribution / active EE | $557 | $1,639-66.0% | $2,836-80.3% | $2,638-78.9% |
| Participant deferral / active EE | $662 | $3,753-82.4% | $4,244-84.4% | $4,530-85.4% |
| Admin fee / account holder | $48 | $300-84.1% | $5,676-99.2% | $348-86.3% |