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 | $1,439,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,441 | $94,554-24.4% | $133,982-46.7% | $106,273-32.8% |
| Participation rate | 93.9% | 76.2%+17.7pp | 79.8%+14.1pp | 70.8%+23.1pp |
| Annual return | 20.72% | 16.55%+4.2pp | 45.10%-24.4pp | 21.70%-1.0pp |
| Employer contribution / active EE | $3,080 | $2,503+23.1% | $3,919-21.4% | $2,722+13.1% |
| Participant deferral / active EE | $5,156 | $4,130+24.8% | $5,047+2.1% | $4,601+12.0% |
| Admin fee / account holder | $62 | $69-9.4% | $8,930-99.3% | $78-20.3% |