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 | $109,371 |
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 | $84,212 | $176,471-52.3% | $95,968-12.2% | $90,274-6.7% |
| Participation rate | 77.9% | 86.6%-8.6pp | 77.1%+0.8pp | 73.4%+4.6pp |
| Annual return | 12.46% | 20.15%-7.7pp | 91.65%-79.2pp | 53.97%-41.5pp |
| Employer contribution / active EE | $3,061 | $2,783+10.0% | $2,542+20.4% | $2,523+21.3% |
| Participant deferral / active EE | $5,079 | $5,325-4.6% | $4,167+21.9% | $4,231+20.1% |
| Admin fee / account holder | $73 | $154-52.4% | $6,798-98.9% | $114-35.6% |