Filed December 19, 2002 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,297,565 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $510,579 |
NEPC, LLC11+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $197,203 |
BAKER & HOSTETLER LLP9 years Service code 29 · EIN 34-0082025 | Legal | $93,019 |
PRICEWATERHOUSECOOPERS LLP9 years Service code 10 · EIN 13-4008324 | Accounting | $85,300 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $41,265 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $18,885 |
ATESSA BENEFITS2 years Service code 49 · EIN 47-4435064 | Other Services | $5,200 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,490 | $166,271+3.1% | $161,149+6.4% | $166,271+3.1% |
| Participation rate | 95.3% | 79.1%+16.2pp | 78.8%+16.5pp | 79.1%+16.2pp |
| Annual return | 17.23% | 15.58%+1.7pp | 21.16%-3.9pp | 15.58%+1.7pp |
| Employer contribution / active EE | $5,575 | $4,136+34.8% | $4,360+27.9% | $4,136+34.8% |
| Participant deferral / active EE | $10,040 | $7,214+39.2% | $6,153+63.2% | $7,214+39.2% |
| Admin fee / account holder | $33 | $445-92.6% | $15,194-99.8% | $445-92.6% |