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 | $218,262 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $272,014 | $125,578+116.6% | $86,460+214.6% | $89,433+204.2% |
| Participation rate | 97.4% | 86.1%+11.3pp | 80.3%+17.1pp | 71.3%+26.1pp |
| Annual return | -17.61% | -16.42%-1.2pp | 4399.82%-4417.4pp | -11.88%-5.7pp |
| Employer contribution / active EE | $4,488 | $4,137+8.5% | $3,771+19.0% | $3,021+48.6% |
| Participant deferral / active EE | $13,720 | $9,976+37.5% | $6,954+97.3% | $5,125+167.7% |
| Admin fee / account holder | $459 | $94+387.2% | $6,727-93.2% | $79+477.8% |