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 | $11,489 |
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 | $18,694 | $52,303-64.3% | $178,510-89.5% | $73,415-74.5% |
| Participation rate | 55.9% | 65.3%-9.4pp | 81.9%-26.0pp | 72.2%-16.3pp |
| Annual return | 14.09% | 34.76%-20.7pp | 151.13%-137.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $534 | $1,737-69.2% | $5,011-89.3% | $2,234-76.1% |
| Participant deferral / active EE | $1,272 | $2,334-45.5% | $5,202-75.6% | $3,806-66.6% |
| Admin fee / account holder | $70 | $127-45.0% | $13,988-99.5% | $158-55.6% |