Filed July 19, 1991
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 50 · EIN 04-2647786 | Direct Payment | $511,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,557 | $65,877+37.5% | $115,038-21.3% | $69,651+30.0% |
| Participation rate | 87.9% | 58.1%+29.7pp | 81.4%+6.5pp | 66.6%+21.3pp |
| Annual return | 3.66% | 6.03%-2.4pp | 26.14%-22.5pp | 53.77%-50.1pp |
| Employer contribution / active EE | $1,391 | $1,712-18.8% | $4,608-69.8% | $2,241-37.9% |
| Participant deferral / active EE | $7,817 | $4,216+85.4% | $6,026+29.7% | $3,635+115.0% |
| Admin fee / account holder | $8 | $77-89.0% | $8,175-99.9% | $63-86.6% |