Filed June 17, 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.
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| Provider | Service type | Compensation |
|---|---|---|
FRANCZE KRADELET1+ years Service code 29 · EIN 36-3924177 | Legal | $19,869 |
SWARTZ, RETSON & CO., P.C.1+ years Filed as: SWARTZ-RETSON Service code 10 · EIN 35-1509921 | Accounting | $9,100 |
MERCER1+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $8,400 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,770 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,327 | $63,964-87.0% | $147,618-94.4% | $67,505-87.7% |
| Participation rate | 94.4% | 68.6%+25.9pp | 84.6%+9.8pp | 71.2%+23.2pp |
| Annual return | 13.46% | 9.05%+4.4pp | 61.98%-48.5pp | 6.52%+6.9pp |
| Employer contribution / active EE | $2,874 | $1,618+77.6% | $5,564-48.3% | $2,173+32.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $8 | $43-82.2% | $11,612-99.9% | $56-86.4% |