Filed February 4, 2005 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY3+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $95,003 |
STEPTOE & JOHNSON LLP2 years Filed as: STEPTOE & JOHNSON Service code 99 · EIN 52-1349790 | Other Fees | $59,328 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,898 | $96,400+61.7% | $149,721+4.1% | $177,276-12.1% |
| Participation rate | 95.4% | 88.9%+6.5pp | 87.1%+8.4pp | 74.8%+20.6pp |
| Annual return | 17.84% | 19.02%-1.2pp | 1501.67%-1483.8pp | 21.25%-3.4pp |
| Employer contribution / active EE | $5,764 | $3,680+56.6% | $5,444+5.9% | $2,479+132.5% |
| Participant deferral / active EE | $8,931 | $5,510+62.1% | $6,568+36.0% | $3,881+130.1% |
| Admin fee / account holder | $5 | $69-92.5% | $11,282-100.0% | $154-96.6% |