Filed November 13, 1997
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 25 · EIN 04-2647786 | Directed Trustee | $191,289 |
MERCER1+ years Service code 16 · EIN 61-0736136 | Consulting | $67,500 |
KPMG LLP1+ years Service code 16 · EIN 13-5565207 | Consulting | $53,000 |
ROPES & GRAY LLP1+ years Filed as: ROPES & GRAY Service code 16 · EIN 04-2233412 | Consulting | $34,819 |
HINCKLEY ALLEN & SNYDER LLP1+ years Filed as: HINCKLEY, ALLEN AND SNYDER LLP Service code 16 · EIN 05-0262309 | Consulting | $175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,597 | $81,321+74.1% | $68,509+106.7% | $59,188+139.2% |
| Participation rate | 95.1% | 83.8%+11.2pp | 74.7%+20.3pp | 69.4%+25.7pp |
| Annual return | 1.74% | 4.65%-2.9pp | 8.27%-6.5pp | 5.51%-3.8pp |
| Employer contribution / active EE | $7,408 | $3,297+124.7% | $2,278+225.2% | $2,098+253.1% |
| Participant deferral / active EE | $7,528 | $4,592+63.9% | $3,382+122.6% | $3,265+130.6% |
| Admin fee / account holder | $115 | $62+86.8% | $5,275-97.8% | $92+25.0% |