Filed September 28, 1999 (most recent of 3 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 15 · EIN 04-2647786 | Recordkeeping | $215,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $309,760 | $139,618+121.9% | $100,540+208.1% | $106,273+191.5% |
| Participation rate | 98.5% | 83.2%+15.3pp | 79.4%+19.1pp | 70.8%+27.7pp |
| Annual return | 9.60% | 22.24%-12.6pp | 30.90%-21.3pp | 21.70%-12.1pp |
| Employer contribution / active EE | $4,317 | $3,379+27.8% | $3,419+26.3% | $2,722+58.6% |
| Participant deferral / active EE | $11,570 | $8,459+36.8% | $6,272+84.5% | $4,601+151.4% |
| Admin fee / account holder | $357 | $91+293.5% | $8,082-95.6% | $78+356.1% |