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 ADVISORS2+ years Service code 27 130 MIDDLE STREET · PORTLAND, ME 04112 | Advisory (Plan) | $24,324 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,274 | $52,303-51.7% | $178,510-85.8% | $73,415-65.6% |
| Participation rate | 87.9% | 65.3%+22.6pp | 81.9%+6.0pp | 72.2%+15.7pp |
| Annual return | 10.80% | 34.76%-24.0pp | 151.13%-140.3pp | 59.30%-48.5pp |
| Employer contribution / active EE | $2,370 | $1,737+36.5% | $5,011-52.7% | $2,234+6.1% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $42 | $127-67.4% | $13,988-99.7% | $158-73.7% |