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 | $8,659 |
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,392 | $58,338-75.3% | $86,681-83.4% | $71,535-79.9% |
| Participation rate | 73.4% | 65.0%+8.4pp | 71.7%+1.7pp | 67.9%+5.5pp |
| Annual return | 11.37% | 24.09%-12.7pp | 593.32%-582.0pp | 28.97%-17.6pp |
| Employer contribution / active EE | $514 | $2,577-80.1% | $3,026-83.0% | $2,590-80.2% |
| Participant deferral / active EE | $1,267 | $3,441-63.2% | $4,440-71.5% | $4,292-70.5% |
| Admin fee / account holder | $35 | $1,058-96.7% | $5,620-99.4% | $1,589-97.8% |