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 | $9,772 |
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 | $15,777 | $62,941-74.9% | $172,757-90.9% | $67,584-76.7% |
| Participation rate | 55.0% | 64.5%-9.5pp | 82.6%-27.6pp | 71.3%-16.3pp |
| Annual return | 19.95% | 30.36%-10.4pp | 803.06%-783.1pp | 378.59%-358.6pp |
| Employer contribution / active EE | $498 | $1,636-69.5% | $5,144-90.3% | $2,148-76.8% |
| Participant deferral / active EE | $1,200 | $2,145-44.1% | $5,198-76.9% | $3,540-66.1% |
| Admin fee / account holder | $57 | $167-65.5% | $13,956-99.6% | $142-59.6% |