Filed August 27, 1999
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 |
|---|---|---|
MWM CONSULTING GROUP9+ years Service code 11 · EIN 36-3870584 | Actuarial | $153,970 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC- RPCP Service code 22 · EIN 95-2834236 | Insurance Broker | $10,950 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 3.98% | 7.25%-3.3pp | 5.04%-1.1pp | 8.21%-4.2pp |
| Employer contribution / active EE | $8,889 | $13,308-33.2% | $26,454-66.4% | $13,841-35.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |