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 | $282,711 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $45,559 | $83,057-45.1% | $143,801-68.3% | $89,433-49.1% |
| Participation rate | 93.4% | 74.0%+19.4pp | 80.3%+13.1pp | 71.3%+22.1pp |
| Annual return | -17.62% | -13.97%-3.6pp | -0.04%-17.6pp | -11.88%-5.7pp |
| Employer contribution / active EE | $4,186 | $2,095+99.8% | $4,952-15.5% | $3,021+38.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,639-100.0% | $5,125-100.0% |
| Admin fee / account holder | $20 | $83-75.3% | $14,680-99.9% | $79-74.2% |