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 | $2,225,638 |
PROSKAUER ROSE LLP5 years Service code 99 · EIN 13-1840454 | Other Fees | $108,485 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $65,000 |
CEM BENCHMARKING1 year Service code 16 · EIN 32-0457497 | Consulting | $15,000 |
TEXTRON INC. ADMIN6 years Filed as: TEXTRON INC Service code 14 · EIN 13-1840454 | Plan Administrator | $12,712 |
Filed as: WTW Service code 16 · EIN 53-0181291 | Consulting | $8,000 |
CIEBA1 year Service code 16 · EIN 47-5104757 | Consulting | $5,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,679 | $171,796-1.2% | $111,319+52.4% | $106,520+59.3% |
| Participation rate | 97.0% | 88.6%+8.4pp | 77.3%+19.7pp | 71.3%+25.7pp |
| Annual return | 22.85% | 18.62%+4.2pp | 54.68%-31.8pp | 19.28%+3.6pp |
| Employer contribution / active EE | $4,781 | $4,687+2.0% | $2,732+75.0% | $2,840+68.3% |
| Participant deferral / active EE | $7,325 | $7,845-6.6% | $4,488+63.2% | $4,948+48.0% |
| Admin fee / account holder | $70 | $69+0.3% | $7,966-99.1% | $75-6.6% |