Filed June 8, 2009 (most recent of 3 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $208,321 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 13 · EIN 36-2235791 | Contract Administrator | $67,200 |
BDO USA, LLP1 year Filed as: BDO Service code 27 · EIN 13-5381590 | Advisory (Plan) | $40,800 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $99,784 | $130,052-23.3% | $86,717+15.1% | $77,906+28.1% |
| Participation rate | 87.6% | 85.9%+1.7pp | 76.6%+11.0pp | 73.7%+13.9pp |
| Annual return | -14.75% | -12.73%-2.0pp | 35.97%-50.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $5,329 | $3,214+65.8% | $2,837+87.8% | $2,846+87.2% |
| Participant deferral / active EE | $5,248 | $5,741-8.6% | $4,657+12.7% | $4,805+9.2% |
| Admin fee / account holder | $167 | $132+26.4% | $7,494-97.8% | $133+25.7% |