Filed February 26, 2004
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $896,631 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $180,015 |
KUTAK ROCK LLP6 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $124,076 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,300 |
WIPFLI LLP10+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $27,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $61,695 | $42,127+46.5% | $85,240-27.6% | $106,553-42.1% |
| Participation rate | 32.4% | 36.6%-4.1pp | 67.5%-35.1pp | 69.8%-37.4pp |
| Annual return | 14.51% | 36.21%-21.7pp | 66.75%-52.2pp | 17.37%-2.9pp |
| Employer contribution / active EE | $394 | $825-52.3% | $2,735-85.6% | $3,359-88.3% |
| Participant deferral / active EE | $2,340 | $2,066+13.3% | $4,527-48.3% | $5,562-57.9% |
| Admin fee / account holder | $116 | $114+2.1% | $6,165-98.1% | $80+45.5% |