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 | $1,354,719 |
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 | $60,880 | $85,938-29.2% | $125,195-51.4% | $89,609-32.1% |
| Participation rate | 92.5% | 73.9%+18.6pp | 79.8%+12.7pp | 69.6%+22.9pp |
| Annual return | 24.82% | 20.69%+4.1pp | 43.79%-19.0pp | 33.65%-8.8pp |
| Employer contribution / active EE | $3,143 | $2,681+17.2% | $3,866-18.7% | $2,584+21.6% |
| Participant deferral / active EE | $4,696 | $3,818+23.0% | $4,937-4.9% | $4,222+11.2% |
| Admin fee / account holder | $60 | $56+6.4% | $9,704-99.4% | $72-16.3% |