Filed October 28, 2002
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,923 | $91,621+93.1% | $67,511+162.1% | $77,671+127.8% |
| Participation rate | 86.5% | 76.0%+10.5pp | 72.9%+13.6pp | 70.6%+15.9pp |
| Annual return | 12.38% | 14.87%-2.5pp | 3517.41%-3505.0pp | 31.21%-18.8pp |
| Employer contribution / active EE | $3,580 | $3,184+12.4% | $2,733+31.0% | $2,726+31.3% |
| Participant deferral / active EE | $3,961 | $3,906+1.4% | $4,000-1.0% | $4,648-14.8% |
| Admin fee / account holder | $2 | $176-98.9% | $3,999-100.0% | $430-99.6% |