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 | $30 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $17,589 | $37,213-52.7% | $156,551-88.8% | $63,975-72.5% |
| Participation rate | 77.3% | 65.0%+12.3pp | 84.0%-6.7pp | 71.1%+6.2pp |
| Annual return | 7.93% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,531 | $1,357+12.8% | $5,501-72.2% | $2,182-29.8% |
| Participant deferral / active EE | $241 | $2,070-88.4% | $4,871-95.0% | $3,356-92.8% |
| Admin fee / account holder | $0 | $56-99.2% | $13,028-100.0% | $70-99.4% |