Filed January 28, 2003 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,414 | $37,039-55.7% | $147,618-88.9% | $59,188-72.3% |
| Participation rate | 78.8% | 63.8%+15.1pp | 84.6%-5.8pp | 69.4%+9.4pp |
| Annual return | 1.41% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $1,594 | $1,353+17.8% | $5,564-71.3% | $2,098-24.0% |
| Participant deferral / active EE | $201 | $2,094-90.4% | $4,895-95.9% | $3,265-93.8% |
| Admin fee / account holder | $1 | $60-99.2% | $11,612-100.0% | $92-99.5% |