Filed April 29, 1992
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 | $359,396 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 27 · EIN 36-1561860 | Advisory (Plan) | $129,250 |
BKD, LLP3 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $28,481 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $96,094 | $71,505+34.4% | $123,553-22.2% | $73,367+31.0% |
| Participation rate | 96.7% | 64.9%+31.8pp | 82.3%+14.4pp | 69.5%+27.2pp |
| Annual return | -5.48% | 6.94%-12.4pp | 119.21%-124.7pp | 173.45%-178.9pp |
| Employer contribution / active EE | $4,907 | $2,011+144.0% | $4,628+6.0% | $2,499+96.4% |
| Participant deferral / active EE | $8,528 | $4,928+73.1% | $6,426+32.7% | $4,033+111.5% |
| Admin fee / account holder | $29 | $66-56.1% | $9,284-99.7% | $68-57.7% |