Filed June 19, 1995
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 14 · EIN 04-2647786 | Plan Administrator | $1,847,000 |
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 | $117,333 | $79,240+48.1% | $117,861-0.4% | $80,976+44.9% |
| Participation rate | 77.8% | 68.1%+9.7pp | 79.7%-1.9pp | 68.3%+9.6pp |
| Annual return | 10.57% | 34.09%-23.5pp | 335.11%-324.5pp | 22.91%-12.3pp |
| Employer contribution / active EE | $3,609 | $2,142+68.5% | $3,786-4.7% | $2,402+50.2% |
| Participant deferral / active EE | $8,170 | $3,102+163.4% | $4,482+82.3% | $3,848+112.3% |
| Admin fee / account holder | $56 | $65-14.2% | $8,021-99.3% | $67-17.3% |