Filed March 8, 2002 (most recent of 6 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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $5,626 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,539 | $61,185-76.2% | $185,854-92.2% | $79,395-81.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.97% | 19.45%-4.5pp | 122.12%-107.1pp | 116.90%-101.9pp |
| Employer contribution / active EE | $591 | $2,321-74.5% | $5,169-88.6% | $2,428-75.7% |
| Participant deferral / active EE | $2,671 | $2,789-4.2% | $5,569-52.0% | $4,046-34.0% |
| Admin fee / account holder | $19 | $709-97.3% | $16,246-99.9% | $626-96.9% |