Filed August 17, 1989
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 13 · EIN 42-0127290 | Contract Administrator | $547,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,415 | $106,087-35.5% | $86,717-21.1% | $78,104-12.4% |
| Participation rate | 94.1% | 89.6%+4.5pp | 76.6%+17.5pp | 74.5%+19.6pp |
| Annual return | -13.48% | -14.87%+1.4pp | 35.97%-49.5pp | 10.90%-24.4pp |
| Employer contribution / active EE | $2,842 | $4,110-30.8% | $2,837+0.2% | $3,128-9.1% |
| Participant deferral / active EE | $5,506 | $6,851-19.6% | $4,657+18.2% | $5,089+8.2% |
| Admin fee / account holder | $46 | $81-43.5% | $7,494-99.4% | $79-41.9% |