Filed December 1, 2003 (most recent of 2 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 13 · EIN 42-0127290 | Contract Administrator | $38,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,639 | $153,784-98.3% | $105,624-97.5% | $99,313-97.3% |
| Participation rate | 57.2% | 92.3%-35.1pp | 75.3%-18.1pp | 71.7%-14.5pp |
| Annual return | 25.33% | 14.98%+10.4pp | 116.20%-90.9pp | 17.67%+7.7pp |
| Employer contribution / active EE | $0 | $5,293-100.0% | $3,168-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $5,013-100.0% | $5,346-100.0% |
| Admin fee / account holder | $6 | $77-92.4% | $10,961-99.9% | $109-94.6% |