Filed October 4, 2000
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 15 · EIN 06-1050034 | Recordkeeping | $28,002 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $433,529-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 22.9%-22.9pp | - |
| Annual return | 5.53% | 59.12%-53.6pp | 12.74%-7.2pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $33,332-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $157-100.0% | - |
| Admin fee / account holder | $0 | $0 | $2,396-100.0% | - |