Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,373 |
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 | $96,976 | $153,743-36.9% | $197,124-50.8% | $103,975-6.7% |
| Participation rate | 98.7% | 91.1%+7.6pp | 86.7%+11.9pp | 72.5%+26.1pp |
| Annual return | 23.08% | 17.60%+5.5pp | 44.34%-21.3pp | 19.41%+3.7pp |
| Employer contribution / active EE | $0 | $5,424-100.0% | $6,227-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $0 | $9,152-100.0% | $9,135-100.0% | $5,343-100.0% |
| Admin fee / account holder | $11 | $131-91.9% | $16,298-99.9% | $332-96.8% |