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 | $319,146 |
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 | $336,383 | $159,295+111.2% | $108,421+210.3% | $106,520+215.8% |
| Participation rate | 97.8% | 85.5%+12.2pp | 80.1%+17.6pp | 71.3%+26.4pp |
| Annual return | 8.07% | 17.79%-9.7pp | 905.61%-897.5pp | 19.28%-11.2pp |
| Employer contribution / active EE | $4,337 | $3,803+14.0% | $3,560+21.8% | $2,840+52.7% |
| Participant deferral / active EE | $12,786 | $9,392+36.1% | $6,564+94.8% | $4,948+158.4% |
| Admin fee / account holder | $436 | $99+342.0% | $7,298-94.0% | $75+485.6% |