Filed January 7, 2002
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,100 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $50,913 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $37,851 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 17 · EIN 43-1451524 | Pension Consulting | $12,637 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,065 | $89,123+16.8% | $102,460+1.6% | $77,762+33.8% |
| Participation rate | 78.6% | 80.9%-2.3pp | 76.5%+2.1pp | 70.6%+8.0pp |
| Annual return | 22.44% | 25.05%-2.6pp | 29.47%-7.0pp | 31.27%-8.8pp |
| Employer contribution / active EE | $3,558 | $2,700+31.8% | $3,025+17.6% | $2,728+30.4% |
| Participant deferral / active EE | $4,496 | $5,148-12.7% | $5,056-11.1% | $4,651-3.3% |
| Admin fee / account holder | $223 | $236-5.4% | $9,460-97.6% | $433-48.4% |