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 | $105,365 |
OLSEN THIELEN & CO., LTD1 year Filed as: OLSEN THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $18,550 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,296 | $82,279+211.5% | $78,002+228.6% | $63,975+300.6% |
| Participation rate | 90.8% | 84.7%+6.2pp | 75.5%+15.3pp | 71.1%+19.7pp |
| Annual return | 5.91% | 11.20%-5.3pp | 425.99%-420.1pp | 48.65%-42.7pp |
| Employer contribution / active EE | $3,337 | $3,297+1.2% | $2,470+35.1% | $2,182+53.0% |
| Participant deferral / active EE | $6,975 | $4,538+53.7% | $3,497+99.5% | $3,356+107.8% |
| Admin fee / account holder | $25 | $81-69.2% | $5,481-99.5% | $70-64.5% |