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 | $6,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,279 | $36,926-64.0% | $156,551-91.5% | $57,661-77.0% |
| Participation rate | 43.3% | 63.4%-20.2pp | 84.0%-40.8pp | 70.2%-27.0pp |
| Annual return | 5.94% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $343 | $1,571-78.2% | $5,501-93.8% | $1,974-82.6% |
| Participant deferral / active EE | $784 | $1,926-59.3% | $4,871-83.9% | $3,061-74.4% |
| Admin fee / account holder | $10 | $83-87.4% | $13,028-99.9% | $95-89.0% |