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 | $70,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,122 | $80,211-12.6% | $74,184-5.5% | $63,975+9.6% |
| Participation rate | 68.6% | 84.2%-15.6pp | 76.6%-8.0pp | 71.1%-2.5pp |
| Annual return | 6.47% | 14.13%-7.7pp | 17.74%-11.3pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,029 | $2,553-59.7% | $2,370-56.6% | $2,182-52.8% |
| Participant deferral / active EE | $3,447 | $4,370-21.1% | $3,550-2.9% | $3,356+2.7% |
| Admin fee / account holder | $58 | $67-13.7% | $5,586-99.0% | $70-17.6% |