Filed October 24, 2000
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,371 |
Filed as: GLOBAL RETIREMENT PART Service code 13 · EIN 47-1411118 | Contract Administrator | $46,154 |
Filed as: HUB INTERNATIONAL Service code 27 · EIN 94-3061417 | Advisory (Plan) | $14,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,982 | $106,110-53.8% | $147,005-66.7% | $77,671-36.9% |
| Participation rate | 89.4% | 78.4%+11.0pp | 82.2%+7.3pp | 70.6%+18.8pp |
| Annual return | 18.21% | 56.77%-38.6pp | 418.76%-400.6pp | 31.21%-13.0pp |
| Employer contribution / active EE | $1,792 | $4,065-55.9% | $4,934-63.7% | $2,726-34.3% |
| Participant deferral / active EE | $6,720 | $7,992-15.9% | $8,070-16.7% | $4,648+44.6% |
| Admin fee / account holder | $184 | $338-45.5% | $13,006-98.6% | $430-57.3% |