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 | $2,139,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,627 | $80,506+42.4% | $136,298-15.9% | $80,976+41.6% |
| Participation rate | 91.9% | 61.9%+30.0pp | 81.9%+10.0pp | 68.3%+23.6pp |
| Annual return | 24.42% | 27.70%-3.3pp | 5156.27%-5131.8pp | 22.91%+1.5pp |
| Employer contribution / active EE | $2,715 | $1,943+39.7% | $4,696-42.2% | $2,402+13.0% |
| Participant deferral / active EE | $9,223 | $4,601+100.5% | $6,247+47.6% | $3,848+139.7% |
| Admin fee / account holder | $31 | $72-56.8% | $9,244-99.7% | $67-54.0% |