Filed December 17, 1992
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 |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,246 |
NWK GROUP, INC.2 years Filed as: NWK GROUP INC Service code 17 · EIN 20-2154904 | Pension Consulting | $26,750 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $11,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,185 | $65,960+132.2% | $81,882+87.1% | $77,762+97.0% |
| Participation rate | 59.8% | 65.8%-6.0pp | 72.4%-12.6pp | 70.6%-10.8pp |
| Annual return | 15.44% | 26.64%-11.2pp | 779.47%-764.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $712 | $2,375-70.0% | $2,916-75.6% | $2,728-73.9% |
| Participant deferral / active EE | $4,485 | $3,505+28.0% | $4,323+3.7% | $4,651-3.6% |
| Admin fee / account holder | $292 | $526-44.5% | $7,360-96.0% | $433-32.4% |