Filed April 29, 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 25 · EIN 04-2647786 | Directed Trustee | $177,004 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,327 | $69,651-17.7% | $94,229-39.2% | $69,651-17.7% |
| Participation rate | 86.0% | 66.6%+19.5pp | 78.8%+7.3pp | 66.6%+19.5pp |
| Annual return | 18.55% | 53.77%-35.2pp | 10.68%+7.9pp | 53.77%-35.2pp |
| Employer contribution / active EE | $1,868 | $2,241-16.6% | $3,587-47.9% | $2,241-16.6% |
| Participant deferral / active EE | $3,545 | $3,635-2.5% | $4,320-18.0% | $3,635-2.5% |
| Admin fee / account holder | $11 | $63-82.0% | $6,269-99.8% | $63-82.0% |