Filed October 18, 2004 (most recent of 4 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 13 · EIN 42-0127290 | Contract Administrator | $1,051,300 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $50,942 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $34,100 |
MARQUETTE ASSOCIATES2 years Service code 16 · EIN 36-3485298 | Consulting | $16,100 |
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 | $64,661 | $52,346+23.5% | $143,801-55.0% | $78,104-17.2% |
| Participation rate | 95.8% | 72.7%+23.1pp | 80.3%+15.5pp | 74.5%+21.3pp |
| Annual return | -14.30% | -14.19%-0.1pp | -0.04%-14.3pp | 10.90%-25.2pp |
| Employer contribution / active EE | $4,021 | $2,131+88.7% | $4,952-18.8% | $3,128+28.6% |
| Participant deferral / active EE | $4,909 | $3,800+29.2% | $5,639-12.9% | $5,089-3.5% |
| Admin fee / account holder | $136 | $63+113.8% | $14,680-99.1% | $79+71.8% |