Filed August 12, 2002 (most recent of 3 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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $175,691 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,901 | $67,512-58.7% | $185,854-85.0% | $93,010-70.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 13.78% | 21.04%-7.3pp | 122.12%-108.3pp | 158.70%-144.9pp |
| Employer contribution / active EE | $3,839 | $1,783+115.3% | $5,169-25.7% | $2,705+41.9% |
| Participant deferral / active EE | $5,196 | $3,035+71.2% | $5,569-6.7% | $4,561+13.9% |
| Admin fee / account holder | $30 | $318-90.6% | $16,246-99.8% | $152-80.3% |