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 |
|---|---|---|
EGPS2 years Filed as: EGPS INC. Service code 11 · EIN 13-3180178 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Actuarial | $7,640 |
ASCENSUS LLC1 year Service code 17 · EIN 11-3665754 | Pension Consulting | $4,590 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,101 | $59,054-45.6% | $97,226-67.0% | $77,643-58.7% |
| Participation rate | 30.1% | 67.9%-37.8pp | 72.7%-42.6pp | 70.6%-40.5pp |
| Annual return | 17.25% | 16.96%+0.3pp | 75.13%-57.9pp | 31.24%-14.0pp |
| Employer contribution / active EE | $668 | $1,742-61.6% | $2,729-75.5% | $2,726-75.5% |
| Participant deferral / active EE | $833 | $3,930-78.8% | $4,264-80.5% | $4,647-82.1% |
| Admin fee / account holder | $62 | $346-82.2% | $5,654-98.9% | $430-85.6% |