Filed April 24, 1995 (most recent of 3 filings on file)
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 64 · EIN 04-2647786 | Recordkeeping Fees | $4,495 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $279,863 | $78,429+256.8% | $95,968+191.6% | $79,859+250.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.07% | 19.38%-12.3pp | 91.65%-84.6pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $1,946-100.0% | $2,542-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $55 | $5,622-99.0% | $6,798-99.2% | $5,307-99.0% |