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 | $10,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,221 | $56,551-62.5% | $185,854-88.6% | $86,828-75.6% |
| Participation rate | 60.9% | 65.5%-4.6pp | 81.7%-20.8pp | 72.3%-11.4pp |
| Annual return | 13.92% | 118.23%-104.3pp | 122.12%-108.2pp | 97.95%-84.0pp |
| Employer contribution / active EE | $621 | $1,845-66.3% | $5,169-88.0% | $2,406-74.2% |
| Participant deferral / active EE | $1,474 | $2,556-42.3% | $5,569-73.5% | $4,132-64.3% |
| Admin fee / account holder | $58 | $150-61.1% | $16,246-99.6% | $170-65.6% |