Filed March 8, 1994
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $190,437 |
GROOM LAW GROUP5 years Service code 29 · EIN 52-1219029 | Legal | $37,213 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,384 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $15,000 |
KEITER2 years Service code 10 · EIN 54-1631262 | Accounting | $5,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,118 | $136,266-57.3% | $90,766-36.0% | $77,906-25.4% |
| Participation rate | 84.6% | 86.6%-2.0pp | 75.7%+8.9pp | 73.7%+10.9pp |
| Annual return | -3.95% | -11.32%+7.4pp | -12.16%+8.2pp | 12.16%-16.1pp |
| Employer contribution / active EE | $1,901 | $4,215-54.9% | $2,922-35.0% | $2,846-33.2% |
| Participant deferral / active EE | $3,110 | $6,353-51.0% | $4,565-31.9% | $4,805-35.3% |
| Admin fee / account holder | $118 | $399-70.5% | $8,446-98.6% | $133-11.3% |