Filed August 27, 2013 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $5,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,542 | $37,117-68.9% | $147,618-92.2% | $55,191-79.1% |
| Participation rate | 40.5% | 63.6%-23.2pp | 84.6%-44.2pp | 69.2%-28.7pp |
| Annual return | -0.47% | 3.44%-3.9pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $328 | $1,620-79.8% | $5,564-94.1% | $1,899-82.7% |
| Participant deferral / active EE | $708 | $1,985-64.3% | $4,895-85.5% | $3,046-76.8% |
| Admin fee / account holder | $8 | $86-90.3% | $11,612-99.9% | $91-90.8% |