Filed December 1, 1992
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 |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC10+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $48,695 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,671 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,000 | $65,960-4.5% | $81,882-23.1% | $77,762-19.0% |
| Participation rate | 86.0% | 65.8%+20.3pp | 72.4%+13.6pp | 70.6%+15.4pp |
| Annual return | 15.24% | 26.64%-11.4pp | 779.47%-764.2pp | 31.27%-16.0pp |
| Employer contribution / active EE | $3,797 | $2,375+59.9% | $2,916+30.2% | $2,728+39.2% |
| Participant deferral / active EE | $5,484 | $3,505+56.5% | $4,323+26.9% | $4,651+17.9% |
| Admin fee / account holder | $216 | $526-59.0% | $7,360-97.1% | $433-50.1% |