Filed December 13, 2000
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 |
|---|---|---|
MCDERMOTT WILL & EMERY LLP2 years Service code 16 · EIN 36-1453176 | Consulting | $50,669 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $46,500 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $21,600 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$280,504 |
Form 5500 reported that benefits due were not provided when due.
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 | $93,332 | $105,190-11.3% | $98,920-5.6% | $90,274+3.4% |
| Participation rate | 95.2% | 86.4%+8.8pp | 76.0%+19.1pp | 73.4%+21.8pp |
| Annual return | 18.00% | 18.52%-0.5pp | 196.47%-178.5pp | 53.97%-36.0pp |
| Employer contribution / active EE | $5,800 | $3,831+51.4% | $2,689+115.7% | $2,523+129.8% |
| Participant deferral / active EE | $5,489 | $5,616-2.3% | $4,245+29.3% | $4,231+29.8% |
| Admin fee / account holder | $0 | $97-100.0% | $6,643-100.0% | $114-100.0% |