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Acquisition Insights and Analysis




                         “Pension Analytix can help you
          reduce your acquisition cost and increase acquisition efficiency
                          through targeted marketing”

We deliver marketing insights and analysis aimed
specifically at retirement plans through a proprietary
market based Acquisition Engine.

Pension Analytix can assist in transforming your current
strategies and roadmaps to affect positive change in the
acquisition results over time.

Our proprietary Acquisition Engine is a robust solution
that provides:

   The simplicity of targeted lists (assets and
   participants, geography or product)
   The complexity of a customized long term roadmap
   creating an acquisition solution that delivers
   outstanding sales growth

Our expertise and experience in the industry has led us
to conclude that the cost of client acquisition is
significantly greater than the cost of retention.



           www.pensionanalytix.com
Saisient LLC
                                                                                  5 Highest -> 1 Lowest


                      Contact Information                                                    Plan Design & Features
  Contact Admin                                      Donald A,Thriffleyr       Sponsor Name                                           Saisient LLC
                                                                               Plan Name               Sasisient LLC, 401K Retirement Savings Plan
  Address                               6 Teaberry Dr, Edison NJ 08820
                                                                               Plan Year End                                            1/1/2004
  Phone                                                 (908) 251-5774
                                                                               Plan Effective                                           1/4/1999
  Preparer
  Insurance Carrier               Saisient LLC, 401(k) Retirement Saving
                                                                               Benefit Codes                                    2E 2F 2G 2J 2K 3H
  Service Provider                                    ABC Record Keeper
  Trustee                                   XYZ Fiduciary Trust Company        Plan Entity                                   Single Employer Plan
  Fiduciary                 Saisient LLC. 401(k) Retirement Savings plan
                                                                               Business Type                                       Manufacturing
  Accountant                                            John Banks LLP

                        Key Financial Stats                                                             Key Trends
  Active Participants                                            6731
  Total Assets                                           $ 81,790,979
  Average Assets Part                                        $ 12,151
  Employer Contributions                                     $ 86,805
  Employee Contributions                                    $ 114,138
  Total Contributions                                    $ 12,555,024
  Annual Plan Cash Flow                                   $ 5,535,673
  Estimated Plan Rate of Return                                 $ 18%
  Plan Net Income                                        $ 21,423,992
  Investment Management Fees                                       $0




Salient Features:

                                                                                      Targeting your market with accurate
    Star Rating : Proprietary algorithm to rate a plan
                                                                                        data and verified intelligence can
    based on historical financial statistics, plan design
                                                                                     significantly improve your lead quality
    features and market driven characteristics (1 to 5
    stars).                                                                                and enhance sales growth!!
    Historical trend of financial information: 5 years of
    5500 data
    Updates contact information including phone & email
    when available
    Key comparisons to the benchmark and industry




Every client situation is unique; we can help you build
a customized solution to meet your individual needs
                                                                           Pension Analytix Inc.
by contacting us at sales@pensionanalytix.com.
                                                                           1012 Westchester Way Cincinnati, OH 45244
                                                                           (513) 328-3931
                                                                           www.pensionanalytix.com

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Pension Analytix Brochure

  • 1. Acquisition Insights and Analysis “Pension Analytix can help you reduce your acquisition cost and increase acquisition efficiency through targeted marketing” We deliver marketing insights and analysis aimed specifically at retirement plans through a proprietary market based Acquisition Engine. Pension Analytix can assist in transforming your current strategies and roadmaps to affect positive change in the acquisition results over time. Our proprietary Acquisition Engine is a robust solution that provides: The simplicity of targeted lists (assets and participants, geography or product) The complexity of a customized long term roadmap creating an acquisition solution that delivers outstanding sales growth Our expertise and experience in the industry has led us to conclude that the cost of client acquisition is significantly greater than the cost of retention. www.pensionanalytix.com
  • 2. Saisient LLC 5 Highest -> 1 Lowest Contact Information Plan Design & Features Contact Admin Donald A,Thriffleyr Sponsor Name Saisient LLC Plan Name Sasisient LLC, 401K Retirement Savings Plan Address 6 Teaberry Dr, Edison NJ 08820 Plan Year End 1/1/2004 Phone (908) 251-5774 Plan Effective 1/4/1999 Preparer Insurance Carrier Saisient LLC, 401(k) Retirement Saving Benefit Codes 2E 2F 2G 2J 2K 3H Service Provider ABC Record Keeper Trustee XYZ Fiduciary Trust Company Plan Entity Single Employer Plan Fiduciary Saisient LLC. 401(k) Retirement Savings plan Business Type Manufacturing Accountant John Banks LLP Key Financial Stats Key Trends Active Participants 6731 Total Assets $ 81,790,979 Average Assets Part $ 12,151 Employer Contributions $ 86,805 Employee Contributions $ 114,138 Total Contributions $ 12,555,024 Annual Plan Cash Flow $ 5,535,673 Estimated Plan Rate of Return $ 18% Plan Net Income $ 21,423,992 Investment Management Fees $0 Salient Features: Targeting your market with accurate Star Rating : Proprietary algorithm to rate a plan data and verified intelligence can based on historical financial statistics, plan design significantly improve your lead quality features and market driven characteristics (1 to 5 stars). and enhance sales growth!! Historical trend of financial information: 5 years of 5500 data Updates contact information including phone & email when available Key comparisons to the benchmark and industry Every client situation is unique; we can help you build a customized solution to meet your individual needs Pension Analytix Inc. by contacting us at sales@pensionanalytix.com. 1012 Westchester Way Cincinnati, OH 45244 (513) 328-3931 www.pensionanalytix.com