Filed May 20, 2002
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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,522 | $128,472-70.8% | $81,367-53.9% | $59,188-36.6% |
| Participation rate | 90.6% | 92.5%-1.9pp | 82.3%+8.3pp | 69.4%+21.2pp |
| Annual return | 3.68% | 1.24%+2.4pp | -0.92%+4.6pp | 5.51%-1.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,930-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $5,383-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $71-99.8% | $8,926-100.0% | $92-99.8% |