Filed December 23, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $496,970 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $79,190 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,961 |
GILMORE JASION MAHLER, LTD5+ years Service code 10 · EIN 34-1827159 | Accounting | $15,000 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $10,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,452 | $105,173-21.6% | $87,102-5.3% | $77,775+6.0% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.2pp | 73.2%+23.9pp |
| Annual return | 24.62% | 24.52%+0.1pp | 28.19%-3.6pp | 32.58%-8.0pp |
| Employer contribution / active EE | $3,972 | $2,890+37.4% | $2,521+57.5% | $2,504+58.6% |
| Participant deferral / active EE | $5,012 | $5,048-0.7% | $4,048+23.8% | $3,966+26.4% |
| Admin fee / account holder | $164 | $105+57.1% | $7,493-97.8% | $100+64.2% |