Filed October 7, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $27,955 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $28 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 05-3523567 | Securities brokerage; Securities brok... | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $134,871 | $36,926+265.2% | $156,551-13.8% | $57,661+133.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.18% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $15,085 | $1,571+860.3% | $5,501+174.2% | $1,974+664.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $38 | $83-54.5% | $13,028-99.7% | $95-60.3% |