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 | $101,832 |
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 | $78,699 | $105,173-25.2% | $87,102-9.6% | $77,775+1.2% |
| Participation rate | 59.4% | 85.8%-26.4pp | 76.9%-17.5pp | 73.2%-13.8pp |
| Annual return | 19.08% | 24.52%-5.4pp | 28.19%-9.1pp | 32.58%-13.5pp |
| Employer contribution / active EE | $3,012 | $2,890+4.2% | $2,521+19.5% | $2,504+20.3% |
| Participant deferral / active EE | $5,223 | $5,048+3.5% | $4,048+29.0% | $3,966+31.7% |
| Admin fee / account holder | $72 | $105-30.8% | $7,493-99.0% | $100-27.7% |