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 | $1,490,000 |
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 | $117,575 | $85,938+36.8% | $125,195-6.1% | $89,609+31.2% |
| Participation rate | 79.9% | 73.9%+6.0pp | 79.8%+0.1pp | 69.6%+10.3pp |
| Annual return | 3.55% | 20.69%-17.1pp | 43.79%-40.2pp | 33.65%-30.1pp |
| Employer contribution / active EE | $2,606 | $2,681-2.8% | $3,866-32.6% | $2,584+0.9% |
| Participant deferral / active EE | $6,539 | $3,818+71.3% | $4,937+32.4% | $4,222+54.9% |
| Admin fee / account holder | $47 | $56-17.4% | $9,704-99.5% | $72-35.0% |