Filed October 18, 2004 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $424,632 |
WIPFLI LLP9+ years Service code 10 · EIN 39-0758449 | Accounting | $15,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,673 | $103,282-22.9% | $81,370-2.1% | $99,313-19.8% |
| Participation rate | 93.0% | 73.2%+19.8pp | 69.5%+23.5pp | 71.7%+21.3pp |
| Annual return | 27.14% | 15.11%+12.0pp | 24.85%+2.3pp | 17.67%+9.5pp |
| Employer contribution / active EE | $122 | $3,061-96.0% | $2,464-95.1% | $3,264-96.3% |
| Participant deferral / active EE | $6,158 | $4,549+35.4% | $3,885+58.5% | $5,346+15.2% |
| Admin fee / account holder | $59 | $78-24.2% | $5,749-99.0% | $109-45.5% |