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 | $4,864,209 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,460 | $97,541+61.4% | $149,751+5.1% | $106,273+48.2% |
| Participation rate | 94.3% | 66.8%+27.5pp | 82.5%+11.8pp | 70.8%+23.5pp |
| Annual return | 26.07% | 24.23%+1.8pp | 276.71%-250.6pp | 21.70%+4.4pp |
| Employer contribution / active EE | $3,214 | $2,504+28.4% | $4,646-30.8% | $2,722+18.1% |
| Participant deferral / active EE | $10,975 | $6,023+82.2% | $6,843+60.4% | $4,601+138.5% |
| Admin fee / account holder | $60 | $72-16.7% | $9,312-99.4% | $78-23.7% |