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 | $448,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,592 | $79,480-35.1% | $108,582-52.5% | $329,111-84.3% |
| Participation rate | 87.5% | 72.0%+15.5pp | 79.6%+7.9pp | 67.9%+19.6pp |
| Annual return | 9.21% | 18.07%-8.9pp | -51.70%+60.9pp | 16.35%-7.1pp |
| Employer contribution / active EE | $2,000 | $2,317-13.7% | $3,758-46.8% | $2,303-13.2% |
| Participant deferral / active EE | $3,703 | $3,243+14.2% | $4,311-14.1% | $3,682+0.6% |
| Admin fee / account holder | $23 | $68-65.4% | $7,645-99.7% | $754-96.9% |