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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MWM CONSULTING GROUP7+ years Service code 11 · EIN 36-3870584 | Actuarial | $144,278 |
INSERO & CO. CPAS, LLP5 years Filed as: INSERO & CO., CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $12,500 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC- RPCP Service code 22 · EIN 95-2834236 | Insurance Broker | $12,386 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -13.34% | -3.51%-9.8pp | -5.12%-8.2pp | -5.25%-8.1pp |
| Employer contribution / active EE | $4,263 | $11,313-62.3% | $31,020-86.3% | $15,161-71.9% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |