Filed April 8, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $91,542 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-6271370 | Bank Trustee | $38,978 |
MITCHELL & TITUS, LLP8+ years Service code 10 · EIN 13-2781641 | Accounting | $31,390 |
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE PRINT LLC Service code 36 · EIN 47-5152815 | Direct payment from the plan; Copying... | $6,029 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -33.65% | 23.41%-57.1pp | -11.06%-22.6pp | 23.41%-57.1pp |
| Employer contribution / active EE | $993 | $12,650-92.2% | $55,362-98.2% | $12,650-92.2% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |