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 | $13,935 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,891 | $46,339-67.9% | $143,801-89.6% | $64,829-77.0% |
| Participation rate | 70.6% | 64.3%+6.4pp | 80.3%-9.7pp | 71.5%-0.8pp |
| Annual return | -16.27% | -10.05%-6.2pp | -0.04%-16.2pp | 32.85%-49.1pp |
| Employer contribution / active EE | $696 | $1,911-63.6% | $4,952-85.9% | $2,507-72.2% |
| Participant deferral / active EE | $1,657 | $2,648-37.4% | $5,639-70.6% | $4,312-61.6% |
| Admin fee / account holder | $62 | $154-59.6% | $14,680-99.6% | $188-66.9% |