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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,957 |
Participant contribution per participant 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 | $37,071 | $50,919-27.2% | $155,556-76.2% | $77,762-52.3% |
| Participation rate | 88.2% | 63.1%+25.1pp | 78.2%+10.0pp | 70.6%+17.6pp |
| Annual return | 15.57% | 34.84%-19.3pp | 64.84%-49.3pp | 31.27%-15.7pp |
| Employer contribution / active EE | $5,214 | $1,991+161.8% | $4,675+11.5% | $2,728+91.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $19 | $437-95.6% | $15,885-99.9% | $433-95.6% |