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 | $92,530 |
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 | $79,604 | $88,730-10.3% | $82,312-3.3% | $77,958+2.1% |
| Participation rate | 54.1% | 84.5%-30.4pp | 76.9%-22.8pp | 71.6%-17.5pp |
| Annual return | 14.38% | 20.88%-6.5pp | 25.88%-11.5pp | 20.87%-6.5pp |
| Employer contribution / active EE | $1,042 | $2,758-62.2% | $2,428-57.1% | $2,310-54.9% |
| Participant deferral / active EE | $3,383 | $4,634-27.0% | $3,706-8.7% | $3,537-4.3% |
| Admin fee / account holder | $76 | $74+2.4% | $5,608-98.6% | $97-22.2% |