Filed November 20, 1998 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,409,712 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $70,000 |
AKERMAN LLP5 years Service code 29 · EIN 59-3117860 | Legal | $62,432 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $59,890 |
ERNST & YOUNG LLP9 years Service code 10 · EIN 34-6565596 | Accounting | $8,415 |
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 | $103,825 | $73,283+41.7% | $155,556-33.3% | $106,553-2.6% |
| Participation rate | 98.0% | 73.3%+24.8pp | 78.2%+19.8pp | 69.8%+28.2pp |
| Annual return | 16.35% | 15.76%+0.6pp | 64.84%-48.5pp | 17.37%-1.0pp |
| Employer contribution / active EE | $5,022 | $2,241+124.1% | $4,675+7.4% | $3,359+49.5% |
| Participant deferral / active EE | $7,787 | $4,567+70.5% | $5,631+38.3% | $5,562+40.0% |
| Admin fee / account holder | $45 | $56-19.4% | $15,885-99.7% | $80-43.4% |