Filed May 20, 2002
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 |
|---|---|---|
PACIFIC GLOBAL ADVISORS1 year Service code 16 · EIN 80-0717139 | Consulting | $2,894,437 |
Filed as: FIDELITY Service code 65 · EIN 04-6568107 | Account Maintenance | $826,647 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $278,838 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $15,895 |
MPS COMMUNICATIONS2+ years Service code 99 · EIN 23-2808727 | Other Fees | $14,735 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 13.30% | 19.60%-6.3pp | 11.12%+2.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $20,899 | $16,438+27.1% | $22,651-7.7% | $14,688+42.3% |
| Participant deferral / active EE | $20 | $424-95.3% | $198-89.9% | $770-97.4% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |