Filed September 16, 1994 (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 37 · EIN 04-2647786 | Loan Processing | $503,367 |
OLSEN THIELEN & CO., LTD1 year Service code 10 · EIN 41-1360831 | Accounting | $18,550 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $12,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,424 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,604 | $169,122-38.7% | $78,002+32.8% | $329,111-68.5% |
| Participation rate | 74.9% | 88.4%-13.5pp | 75.5%-0.7pp | 67.9%+7.0pp |
| Annual return | 8.83% | 11.00%-2.2pp | 425.99%-417.2pp | 16.35%-7.5pp |
| Employer contribution / active EE | $3,333 | $5,827-42.8% | $2,470+34.9% | $2,303+44.7% |
| Participant deferral / active EE | $5,219 | $8,046-35.1% | $3,497+49.2% | $3,682+41.7% |
| Admin fee / account holder | $35 | $83-58.0% | $5,481-99.4% | $754-95.4% |