Filed March 10, 2006 (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 21 · EIN 66-0561870 | Bank Trustee | $12,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,288 | $51,223-74.1% | $82,768-83.9% | $66,954-80.2% |
| Participation rate | 72.8% | 67.9%+4.9pp | 72.6%+0.2pp | 69.8%+3.0pp |
| Annual return | -12.22% | -9.86%-2.4pp | 702.70%-714.9pp | 1.57%-13.8pp |
| Employer contribution / active EE | $556 | $2,611-78.7% | $3,008-81.5% | $2,545-78.2% |
| Participant deferral / active EE | $1,388 | $3,460-59.9% | $4,395-68.4% | $4,239-67.3% |
| Admin fee / account holder | $106 | $415-74.5% | $5,326-98.0% | $594-82.1% |