Filed September 16, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $14,500 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $5,606 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $5,004 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,113 | $66,486-18.6% | $81,370-33.5% | $77,762-30.4% |
| Participation rate | 33.5% | 68.7%-35.2pp | 69.5%-36.0pp | 70.6%-37.1pp |
| Annual return | 13.80% | 15.95%-2.2pp | 24.85%-11.0pp | 31.27%-17.5pp |
| Employer contribution / active EE | $223 | $2,158-89.7% | $2,464-91.0% | $2,728-91.8% |
| Participant deferral / active EE | $623 | $3,677-83.1% | $3,885-84.0% | $4,651-86.6% |
| Admin fee / account holder | $84 | $586-85.7% | $5,749-98.5% | $433-80.6% |