Filed April 22, 1994
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & BROWN CONSULTING Service code 11 125 E. ELM STREET · CONSHOHOCKENT, PA 19428 | Actuarial | $36,625 |
O'CONNOR DAVIES, LLP3+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 13-3385019 | Accounting | $12,300 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO N.A. Service code 25 · EIN 56-0898180 | Directed Trustee | $6,056 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $6,042 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 12.70% | 3.14%+9.6pp | 10.53%+2.2pp | 10.21%+2.5pp |
| Employer contribution / active EE | $16,364 | $46,562-64.9% | $29,360-44.3% | $42,272-61.3% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |