Filed October 18, 2004
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 |
|---|---|---|
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $42,247 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $18,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,913 |
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 | $181,740 | $79,184+129.5% | $102,438+77.4% | $74,546+143.8% |
| Participation rate | 97.4% | 74.8%+22.6pp | 76.5%+20.9pp | 67.2%+30.2pp |
| Annual return | 66.33% | 54.95%+11.4pp | 29.37%+37.0pp | 1366.03%-1299.7pp |
| Employer contribution / active EE | $5,090 | $2,362+115.5% | $3,024+68.3% | $2,624+93.9% |
| Participant deferral / active EE | $10,158 | $4,414+130.1% | $5,054+101.0% | $4,347+133.7% |
| Admin fee / account holder | $114 | $2,001-94.3% | $9,448-98.8% | $1,944-94.1% |