Filed October 18, 2004
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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $858,000 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $382,403 |
STATE STREET GLOBAL ADVISORS4 years Service code 49 · EIN 04-1867445 | Other Services | $100,000 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $92,500 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $72,566 |
MPS COMMUNICATIONS5+ years Filed as: MPS COMMUNICATION GRAPHICS, INC. Service code 36 · EIN 23-2808727 | Copying and duplicating | $57,369 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $43,280 |
LPL FINANCIAL5+ years Service code 16 · EIN 04-3046611 | Consulting | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,791 | $89,609-45.6% | $76,667-36.4% | $89,609-45.6% |
| Participation rate | 92.6% | 69.6%+23.0pp | 72.1%+20.5pp | 69.6%+23.0pp |
| Annual return | 1.51% | 33.65%-32.1pp | 1166.74%-1165.2pp | 33.65%-32.1pp |
| Employer contribution / active EE | $2,354 | $2,584-8.9% | $2,303+2.2% | $2,584-8.9% |
| Participant deferral / active EE | $3,458 | $4,222-18.1% | $3,336+3.7% | $4,222-18.1% |
| Admin fee / account holder | $82 | $72+14.8% | $6,423-98.7% | $72+14.8% |