Filed July 30, 1999 (most recent of 2 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 13 · EIN 06-1050034 | Contract Administrator | $34,453 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,517 | $66,319+30.5% | $93,621-7.6% | $65,188+32.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 17.27% | 42.59%-25.3pp | 32.76%-15.5pp | 29.38%-12.1pp |
| Employer contribution / active EE | $4,947 | $2,013+145.8% | $2,719+82.0% | $2,177+127.3% |
| Participant deferral / active EE | $5,068 | $3,343+51.6% | $4,070+24.5% | $3,514+44.2% |
| Admin fee / account holder | $129 | $6,900-98.1% | $7,890-98.4% | $847-84.7% |