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 | $1,312,187 |
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 | $65,014 | $80,242-19.0% | $119,628-45.7% | $89,433-27.3% |
| Participation rate | 90.9% | 78.3%+12.7pp | 79.3%+11.7pp | 71.3%+19.7pp |
| Annual return | -15.49% | -12.97%-2.5pp | -14.98%-0.5pp | -11.88%-3.6pp |
| Employer contribution / active EE | $3,229 | $2,684+20.3% | $4,232-23.7% | $3,021+6.9% |
| Participant deferral / active EE | $5,687 | $4,686+21.4% | $5,601+1.5% | $5,125+11.0% |
| Admin fee / account holder | $54 | $66-19.2% | $10,330-99.5% | $79-32.4% |