Filed December 15, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,749,162 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $64,890 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840458 | Legal | $48,852 |
TEXTRON INC. ADMIN3 years Filed as: TEXTRON INC Service code 14 · EIN 05-0315468 | Plan Administrator | $44,998 |
NORTHGATE IV LP4+ years Filed as: NORTHGATE ARINSO Service code 99 · EIN 65-1205969 | Other Fees | $11,070 |
Filed as: PRUDENTIAL Service code 99 · EIN 22-3703799 | Other Fees | -$6,583 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,589 | $127,796-13.5% | $76,768+44.1% | $73,367+50.7% |
| Participation rate | 97.1% | 88.2%+8.9pp | 77.0%+20.1pp | 69.5%+27.6pp |
| Annual return | -8.09% | -2.31%-5.8pp | 2.43%-10.5pp | 173.45%-181.5pp |
| Employer contribution / active EE | $4,256 | $3,931+8.3% | $2,485+71.3% | $2,499+70.3% |
| Participant deferral / active EE | $6,709 | $6,924-3.1% | $3,852+74.2% | $4,033+66.4% |
| Admin fee / account holder | $80 | $66+20.5% | $6,676-98.8% | $68+17.0% |