Filed January 14, 1998
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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $232,732 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 15 · EIN 42-0127290 | Recordkeeping | $211,325 |
Filed as: BNY MELLON Service code 19 · EIN 27-2436452 | Securities Custodian | $36,930 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 | Accounting | $36,570 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $29,013 |
CORINTHIAN CAPITAL1 year Service code 28 · EIN 20-2200361 | Investment Management | $5,328 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 28 · EIN 06-1397347 | Investment Management | $3,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.83% | -2.48%-3.3pp | -102.04%+96.2pp | 0.19%-6.0pp |
| Employer contribution / active EE | $9,926 | $7,648+29.8% | $36,232-72.6% | $13,763-27.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |