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 37 · EIN 04-2647786 | Loan Processing | $463,666 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,908 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $67,478 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $58,125 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $30,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 · EIN 20-8764829 | Consulting | $22,500 |
Service code 16 · EIN 43-1493130 | Consulting | $12,750 |
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 | $86,619 | $80,242+7.9% | $119,628-27.6% | $89,433-3.1% |
| Participation rate | 92.3% | 78.3%+14.0pp | 79.3%+13.0pp | 71.3%+21.0pp |
| Annual return | -14.83% | -12.97%-1.9pp | -14.98%+0.2pp | -11.88%-2.9pp |
| Employer contribution / active EE | $3,952 | $2,684+47.2% | $4,232-6.6% | $3,021+30.8% |
| Participant deferral / active EE | $6,546 | $4,686+39.7% | $5,601+16.9% | $5,125+27.7% |
| Admin fee / account holder | $48 | $66-27.1% | $10,330-99.5% | $79-39.0% |