Filed December 28, 1992
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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 · EIN 34-1753575 | Advisory (Plan) | $54,360 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,844 |
SMARTDOLLAR2 years Service code 38 · EIN 62-1593846 | Participant Communication | $14,124 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,523 |
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 | $91,949 | $185,342-50.4% | $111,303-17.4% | $86,813+5.9% |
| Participation rate | 93.5% | 81.0%+12.6pp | 77.3%+16.2pp | 72.3%+21.2pp |
| Annual return | 13.72% | 500.80%-487.1pp | 54.66%-40.9pp | 97.93%-84.2pp |
| Employer contribution / active EE | $3,743 | $2,246+66.6% | $2,731+37.0% | $2,406+55.6% |
| Participant deferral / active EE | $4,994 | $4,458+12.0% | $4,487+11.3% | $4,131+20.9% |
| Admin fee / account holder | $44 | $255-82.6% | $7,966-99.4% | $170-73.8% |