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 | $10,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,578 | $60,504-75.9% | $81,882-82.2% | $74,478-80.4% |
| Participation rate | 73.5% | 62.9%+10.6pp | 72.4%+1.1pp | 67.2%+6.3pp |
| Annual return | 10.24% | 16.91%-6.7pp | 779.47%-769.2pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $568 | $2,627-78.4% | $2,916-80.5% | $2,626-78.4% |
| Participant deferral / active EE | $1,421 | $3,400-58.2% | $4,323-67.1% | $4,350-67.3% |
| Admin fee / account holder | $41 | $1,492-97.3% | $7,360-99.4% | $1,946-97.9% |