Filed October 18, 2004
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 |
|---|---|---|
P-SOLVE2+ years Service code 11 · EIN 04-3513306 | Actuarial | $217,030 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT Service code 13 · EIN 13-3160186 | Contract Administrator | $213,461 |
Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $14,371 |
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 | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 6.12% | 5.03%+1.1pp | 18.87%-12.8pp | 7.18%-1.1pp |
| Employer contribution / active EE | $4,144 | $10,273-59.7% | $19,828-79.1% | $13,095-68.4% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |