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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