Filed February 23, 1994
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 13 · EIN 42-0127290 | Contract Administrator | $391,603 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,985 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $42,781 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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).
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 | $59,397 | $110,258-46.1% | $102,460-42.0% | $200,096-70.3% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.2pp |
| Annual return | 4.66% | 35.78%-31.1pp | 29.47%-24.8pp | 34.26%-29.6pp |
| Employer contribution / active EE | $1,634 | $3,605-54.7% | $3,025-46.0% | $3,038-46.2% |
| Participant deferral / active EE | $4,528 | $6,377-29.0% | $5,056-10.4% | $5,090-11.0% |
| Admin fee / account holder | $78 | $122-36.1% | $9,460-99.2% | $269-71.0% |