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 | $437,912 |
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 | $36,312 | $53,684-32.4% | $170,435-78.7% | $80,976-55.2% |
| Participation rate | 80.6% | 69.2%+11.4pp | 83.6%-3.0pp | 68.3%+12.4pp |
| Annual return | 17.86% | 25.97%-8.1pp | 205.94%-188.1pp | 22.91%-5.0pp |
| Employer contribution / active EE | $3,752 | $1,642+128.5% | $5,432-30.9% | $2,402+56.2% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $34 | $46-25.8% | $13,881-99.8% | $67-49.0% |