Filed August 5, 1991
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 13 · EIN 06-1050034 | Contract Administrator | $933,727 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $38,500 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $30,908 |
Filed as: JIM ZEMLYAK Service code 56 STIFEL FINANCIAL CORP. · ST. LOUIS, MO 63102 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $171,345 | $119,153+43.8% | $151,634+13.0% | $78,104+119.4% |
| Participation rate | 98.2% | 92.5%+5.7pp | 87.5%+10.7pp | 74.5%+23.7pp |
| Annual return | -12.37% | -10.83%-1.5pp | 3.32%-15.7pp | 10.90%-23.3pp |
| Employer contribution / active EE | $1,632 | $5,298-69.2% | $6,165-73.5% | $3,128-47.8% |
| Participant deferral / active EE | $14,713 | $8,624+70.6% | $8,363+75.9% | $5,089+189.1% |
| Admin fee / account holder | $103 | $69+49.0% | $11,614-99.1% | $79+29.8% |