Filed June 26, 2000
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 |
|---|---|---|
ELLWOOD ASSOCIATES5+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $110,596 |
PENSION LIVE, LLC5+ years Service code 11 · EIN 26-2239692 | Actuarial | $43,142 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $22,486 |
Service code 10 · EIN 27-1175487 | Accounting | $20,208 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $16,700 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 11.80% | 13.54%-1.7pp | 13.48%-1.7pp | 16.32%-4.5pp |
| Employer contribution / active EE | $42,824 | $37,659+13.7% | $47,067-9.0% | $17,007+151.8% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |