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 | $1,270,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,393 | $100,545-48.9% | $110,243-53.4% | $73,367-30.0% |
| Participation rate | 90.6% | 67.8%+22.8pp | 79.8%+10.8pp | 69.5%+21.1pp |
| Annual return | -1.75% | -1.49%-0.3pp | 314.76%-316.5pp | 173.45%-175.2pp |
| Employer contribution / active EE | $1,890 | $2,405-21.4% | $3,827-50.6% | $2,499-24.4% |
| Participant deferral / active EE | $4,335 | $3,439+26.0% | $4,672-7.2% | $4,033+7.5% |
| Admin fee / account holder | $59 | $81-27.2% | $8,548-99.3% | $68-14.1% |