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 | $1,425,677 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,962 | $107,401-24.6% | $146,649-44.8% | $106,520-24.0% |
| Participation rate | 90.4% | 78.6%+11.8pp | 80.1%+10.3pp | 71.3%+19.1pp |
| Annual return | 16.62% | 18.50%-1.9pp | 22.75%-6.1pp | 19.28%-2.7pp |
| Employer contribution / active EE | $3,074 | $2,794+10.0% | $4,137-25.7% | $2,840+8.2% |
| Participant deferral / active EE | $5,376 | $4,619+16.4% | $5,506-2.4% | $4,948+8.6% |
| Admin fee / account holder | $60 | $65-7.0% | $10,281-99.4% | $75-19.2% |