Filed October 18, 2004
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 15 · EIN 13-3689044 | Recordkeeping | $41,430 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,678 | $63,904+57.5% | $89,340+12.7% | $67,986+48.1% |
| Participation rate | 57.0% | 54.3%+2.7pp | 69.6%-12.5pp | 57.2%-0.2pp |
| Annual return | 10.10% | 18.09%-8.0pp | 20.57%-10.5pp | 31.67%-21.6pp |
| Employer contribution / active EE | $1,373 | $1,627-15.7% | $2,231-38.5% | $2,019-32.0% |
| Participant deferral / active EE | $3,452 | $2,691+28.3% | $3,823-9.7% | $3,358+2.8% |
| Admin fee / account holder | $210 | $3,315-93.6% | $6,704-96.9% | $3,203-93.4% |