Filed December 8, 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 |
|---|---|---|
Service code 16 · EIN 04-3638035 | Consulting | $54,223 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,500 |
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $14,097 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,106 | $53,684+26.9% | $170,442-60.0% | $80,976-15.9% |
| Participation rate | 44.4% | 69.2%-24.8pp | 83.6%-39.2pp | 68.3%-23.8pp |
| Annual return | 17.60% | 25.97%-8.4pp | 205.93%-188.3pp | 22.91%-5.3pp |
| Employer contribution / active EE | $71 | $1,642-95.7% | $5,433-98.7% | $2,402-97.0% |
| Participant deferral / active EE | $2,368 | $3,017-21.5% | $4,939-52.1% | $3,848-38.5% |
| Admin fee / account holder | $6 | $46-87.2% | $13,880-100.0% | $67-91.2% |