Filed April 17, 2002
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.
| Provider | Service type | Compensation |
|---|---|---|
OLD PORT ADVISORS1+ years Service code 27 130 MIDDLE STREET · PORTLAND, ME 04112 | Advisory (Plan) | $24,447 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,520 | $62,941-61.0% | $172,757-85.8% | $67,584-63.7% |
| Participation rate | 92.4% | 64.5%+27.9pp | 82.6%+9.7pp | 71.3%+21.1pp |
| Annual return | 16.55% | 30.36%-13.8pp | 803.06%-786.5pp | 378.59%-362.0pp |
| Employer contribution / active EE | $3,027 | $1,636+85.0% | $5,144-41.2% | $2,148+40.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,540-100.0% |
| Admin fee / account holder | $42 | $167-75.0% | $13,956-99.7% | $142-70.8% |