Filed November 26, 1997 (most recent of 3 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 60 · EIN 04-2647786 | Sub-TA Fees | $3,232 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,598 | $63,964-53.7% | $147,618-79.9% | $67,505-56.2% |
| Participation rate | 78.6% | 68.6%+10.0pp | 84.6%-6.0pp | 71.2%+7.4pp |
| Annual return | -0.01% | 9.05%-9.1pp | 61.98%-62.0pp | 6.52%-6.5pp |
| Employer contribution / active EE | $3,537 | $1,618+118.6% | $5,564-36.4% | $2,173+62.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $43-99.3% | $11,612-100.0% | $56-99.5% |