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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,151,101 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $155,820 |
KUTAK ROCK LLP4 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $121,225 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $62,250 |
WIPFLI LLP8+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,497 | $35,293+23.2% | $77,113-43.6% | $89,433-51.4% |
| Participation rate | 9.1% | 31.3%-22.2pp | 67.9%-58.8pp | 71.3%-62.1pp |
| Annual return | -14.41% | -5.92%-8.5pp | 42.37%-56.8pp | -11.88%-2.5pp |
| Employer contribution / active EE | $111 | $695-84.0% | $2,815-96.1% | $3,021-96.3% |
| Participant deferral / active EE | $618 | $1,764-65.0% | $4,430-86.0% | $5,125-87.9% |
| Admin fee / account holder | $116 | $105+10.0% | $5,445-97.9% | $79+45.5% |