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 | -$2,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,640 | $71,957-7.4% | $67,652-1.5% | $59,188+12.6% |
| Participation rate | 63.4% | 82.7%-19.3pp | 75.7%-12.3pp | 69.4%-6.0pp |
| Annual return | 0.58% | 8.53%-7.9pp | 6625.40%-6624.8pp | 5.51%-4.9pp |
| Employer contribution / active EE | $926 | $2,432-61.9% | $2,266-59.1% | $2,098-55.9% |
| Participant deferral / active EE | $2,991 | $4,211-29.0% | $3,560-16.0% | $3,265-8.4% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |