Filed December 20, 2000
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.
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| Provider | Service type | Compensation |
|---|---|---|
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $23,730 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $20,610 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,920 | $122,042+222.8% | $184,260+113.8% | $74,459+429.0% |
| Participation rate | 64.4% | 85.5%-21.1pp | 86.8%-22.4pp | 67.2%-2.8pp |
| Annual return | 19.06% | 19.91%-0.9pp | 28.84%-9.8pp | 1369.70%-1350.6pp |
| Employer contribution / active EE | $714 | $4,537-84.3% | $6,427-88.9% | $2,626-72.8% |
| Participant deferral / active EE | $8,581 | $7,143+20.1% | $9,133-6.0% | $4,350+97.3% |
| Admin fee / account holder | $296 | $1,252-76.4% | $13,898-97.9% | $1,945-84.8% |