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 | $0 |
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 | $22,175 | $45,382-51.1% | $154,110-85.6% | $75,289-70.5% |
| Participation rate | 75.3% | 65.9%+9.4pp | 83.0%-7.8pp | 72.4%+2.8pp |
| Annual return | -5.50% | -0.47%-5.0pp | 735.22%-740.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,491 | $1,533-2.7% | $5,298-71.9% | $2,405-38.0% |
| Participant deferral / active EE | $298 | $2,384-87.5% | $5,081-94.1% | $3,739-92.0% |
| Admin fee / account holder | $2 | $89-98.2% | $13,412-100.0% | $102-98.4% |