Filed June 21, 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 |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Consulti... | $10,683 |
TILLER AND COMPANY2 years Service code 10 · EIN 74-2209387 | Accounting | $9,154 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,833 | $89,465-14.1% | $165,100-53.5% | $77,762-1.2% |
| Participation rate | 74.3% | 78.6%-4.4pp | 78.6%-4.3pp | 70.6%+3.7pp |
| Annual return | 10.41% | 28.86%-18.5pp | 70.21%-59.8pp | 31.27%-20.9pp |
| Employer contribution / active EE | $1,145 | $2,565-55.4% | $4,348-73.7% | $2,728-58.0% |
| Participant deferral / active EE | $3,541 | $4,904-27.8% | $6,035-41.3% | $4,651-23.9% |
| Admin fee / account holder | $50 | $340-85.4% | $12,696-99.6% | $433-88.5% |