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 ADVISORS2 years Service code 16 · EIN 80-0717139 | Consulting | $1,591,340 |
Filed as: FIDELITY Service code 65 · EIN 04-6568107 | Account Maintenance | $463,885 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $168,045 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $28,810 |
Service code 36 · EIN 13-5160382 | Copying and duplicating | $14,603 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -7.22% | -5.10%-2.1pp | -6.55%-0.7pp | 33.37%-40.6pp |
| Employer contribution / active EE | $17,910 | $17,560+2.0% | $21,653-17.3% | $11,253+59.2% |
| Participant deferral / active EE | $24 | $304-92.2% | $160-85.1% | $819-97.1% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |