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 | $179,371 |
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 | $305,796 | $141,418+116.2% | $94,677+223.0% | $96,393+217.2% |
| Participation rate | 97.4% | 86.8%+10.6pp | 80.8%+16.6pp | 71.3%+26.2pp |
| Annual return | 13.06% | 21.96%-8.9pp | 156.95%-143.9pp | 22.88%-9.8pp |
| Employer contribution / active EE | $4,545 | $4,361+4.2% | $3,673+23.7% | $3,239+40.4% |
| Participant deferral / active EE | $11,718 | $10,695+9.6% | $7,418+58.0% | $5,455+114.8% |
| Admin fee / account holder | $381 | $82+362.7% | $7,222-94.7% | $74+416.0% |