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 | $1,025,717 |
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 | $76,622 | $88,686-13.6% | $130,070-41.1% | $96,393-20.5% |
| Participation rate | 90.6% | 78.8%+11.8pp | 78.5%+12.1pp | 71.3%+19.3pp |
| Annual return | 20.75% | 17.57%+3.2pp | -137.40%+158.1pp | 22.88%-2.1pp |
| Employer contribution / active EE | $3,452 | $2,843+21.4% | $4,322-20.1% | $3,239+6.6% |
| Participant deferral / active EE | $6,208 | $4,908+26.5% | $5,821+6.7% | $5,455+13.8% |
| Admin fee / account holder | $42 | $60-29.1% | $10,600-99.6% | $74-42.7% |