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 | $2,994 |
Employer 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 | $79,368 | $50,919+55.9% | $155,556-49.0% | $77,762+2.1% |
| Participation rate | 85.4% | 63.1%+22.3pp | 78.2%+7.2pp | 70.6%+14.8pp |
| Annual return | 14.77% | 34.84%-20.1pp | 64.84%-50.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $9,399 | $2,824+232.8% | $5,631+66.9% | $4,651+102.1% |
| Admin fee / account holder | $11 | $437-97.6% | $15,885-99.9% | $433-97.5% |