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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $159,379 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,571 |
KUTAK ROCK LLP3+ years Service code 16 · EIN 47-0597598 | Consulting | $48,560 |
Filed as: ALTMAN CRONIN LLP Service code 16 · EIN 94-3253397 | Consulting | $19,142 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $15,200 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $13,549 |
Filed as: ALTMAN & CRONIN Service code 16 · EIN 36-4291971 | Consulting | $9,870 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT Service code 16 · EIN 36-2235791 | Consulting | $6,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,316 | $29,988+61.1% | $81,473-40.7% | $80,976-40.3% |
| Participation rate | 14.8% | 32.0%-17.2pp | 68.0%-53.2pp | 68.3%-53.5pp |
| Annual return | 18.65% | 51.73%-33.1pp | 38.78%-20.1pp | 22.91%-4.3pp |
| Employer contribution / active EE | $118 | $470-74.8% | $2,568-95.4% | $2,402-95.1% |
| Participant deferral / active EE | $833 | $1,209-31.1% | $3,537-76.5% | $3,848-78.4% |
| Admin fee / account holder | $38 | $63-39.6% | $4,561-99.2% | $67-43.7% |