Pension Analytix Brochure

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

Published in: Business, Technology
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Pension Analytix Brochure

  1. 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. 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

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