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 | $899,179 |
KUTAK ROCK LLP3 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $178,876 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $156,266 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $43,333 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $31,125 |
WIPFLI LLP7+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $24,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,773 | $104,165-44.5% | $96,188-39.9% | $106,520-45.8% |
| Participation rate | 7.3% | 31.3%-23.9pp | 68.4%-61.1pp | 71.3%-64.0pp |
| Annual return | 21.01% | 25.28%-4.3pp | 192.12%-171.1pp | 19.28%+1.7pp |
| Employer contribution / active EE | $11 | $599-98.1% | $2,800-99.6% | $2,840-99.6% |
| Participant deferral / active EE | $424 | $1,572-73.0% | $4,350-90.3% | $4,948-91.4% |
| Admin fee / account holder | $115 | $98+17.1% | $5,538-97.9% | $75+54.0% |