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 | $1,891,441 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $130,000 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 | Legal | $118,401 |
TEXTRON INC. ADMIN8 years Filed as: TEXTRON INC Service code 14 · EIN 05-0315468 | Plan Administrator | $51,515 |
CEM BENCHMARKING3 years Service code 16 · EIN 32-0457497 | Consulting | $30,000 |
CIEBA3 years Service code 16 · EIN 47-5104757 | Consulting | $12,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $157,843 | $161,802-2.4% | $96,564+63.5% | $96,393+63.7% |
| Participation rate | 98.8% | 92.5%+6.3pp | 76.0%+22.8pp | 71.3%+27.5pp |
| Annual return | 17.16% | 18.41%-1.3pp | 25.89%-8.7pp | 22.88%-5.7pp |
| Employer contribution / active EE | $5,506 | $5,381+2.3% | $2,967+85.6% | $3,239+70.0% |
| Participant deferral / active EE | $7,878 | $8,927-11.7% | $4,852+62.4% | $5,455+44.4% |
| Admin fee / account holder | $57 | $61-6.3% | $8,256-99.3% | $74-22.8% |