Filed July 31, 1995 (most recent of 3 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 | $264,199 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $196,611 |
COOK STREET CONSULTING1 year Filed as: COOK STREET Service code 16 · EIN 84-0854432 | Consulting | $85,050 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 82-1061233 | Other Services | $80,569 |
Filed as: WILLIS TOWERS WATSON Service code 49 · EIN 53-0181291 | Other Services | $51,667 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,030 | $167,668+70.0% | $100,415+183.9% | $106,553+167.5% |
| Participation rate | 99.1% | 87.6%+11.6pp | 81.5%+17.6pp | 69.8%+29.3pp |
| Annual return | 13.55% | 18.33%-4.8pp | 49.47%-35.9pp | 17.37%-3.8pp |
| Employer contribution / active EE | $12,071 | $4,908+145.9% | $3,943+206.1% | $3,359+259.4% |
| Participant deferral / active EE | $16,298 | $11,427+42.6% | $8,091+101.4% | $5,562+193.0% |
| Admin fee / account holder | $0 | $94-100.0% | $7,906-100.0% | $80-100.0% |