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 | $1,258,044 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,303 | $79,240-28.9% | $117,861-52.2% | $80,976-30.5% |
| Participation rate | 74.2% | 68.1%+6.1pp | 79.7%-5.5pp | 68.3%+5.9pp |
| Annual return | 18.68% | 34.09%-15.4pp | 335.11%-316.4pp | 22.91%-4.2pp |
| Employer contribution / active EE | $1,263 | $2,142-41.0% | $3,786-66.6% | $2,402-47.4% |
| Participant deferral / active EE | $3,309 | $3,102+6.7% | $4,482-26.2% | $3,848-14.0% |
| Admin fee / account holder | $61 | $65-5.5% | $8,021-99.2% | $67-8.9% |