Filed December 17, 2004
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 19 · EIN 51-0396365 | Securities Custodian | $1,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,671 | $63,259-91.0% | $178,510-96.8% | $93,223-93.9% |
| Participation rate | 31.1% | 72.1%-41.1pp | 81.9%-50.8pp | 74.9%-43.8pp |
| Annual return | 0.00% | 19.93%-19.9pp | 151.13%-151.1pp | 19.29%-19.3pp |
| Employer contribution / active EE | $6 | $1,865-99.7% | $5,011-99.9% | $2,680-99.8% |
| Participant deferral / active EE | $884 | $3,372-73.8% | $5,202-83.0% | $4,563-80.6% |
| Admin fee / account holder | $1 | $58-99.1% | $13,988-100.0% | $79-99.3% |