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 | $88,861 |
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 | $72,362 | $78,852-8.2% | $76,768-5.7% | $75,289-3.9% |
| Participation rate | 55.2% | 85.0%-29.8pp | 77.0%-21.8pp | 72.4%-17.2pp |
| Annual return | -5.20% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,041 | $2,794-62.7% | $2,485-58.1% | $2,405-56.7% |
| Participant deferral / active EE | $3,428 | $4,800-28.6% | $3,852-11.0% | $3,739-8.3% |
| Admin fee / account holder | $72 | $79-9.0% | $6,676-98.9% | $102-29.7% |