Filed April 28, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213,046 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $182,624 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $21,419 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $15,520 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,245 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $51,351 | $159,391-67.8% | $102,460-49.9% | $99,313-48.3% |
| Participation rate | 84.0% | 88.6%-4.6pp | 76.5%+7.4pp | 71.7%+12.2pp |
| Annual return | 17.51% | 19.03%-1.5pp | 29.47%-12.0pp | 17.67%-0.2pp |
| Employer contribution / active EE | $1,736 | $4,207-58.7% | $3,025-42.6% | $3,264-46.8% |
| Participant deferral / active EE | $4,898 | $7,498-34.7% | $5,056-3.1% | $5,346-8.4% |
| Admin fee / account holder | $67 | $159-58.0% | $9,460-99.3% | $109-38.7% |