Filed January 16, 1996
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 |
|---|---|---|
COVINGTON & BURLING LLP2+ years Service code 10 · EIN 53-0188411 | Accounting | $120,288 |
CHACONAS & WILSON, P1 year Service code 10 · EIN 52-1480805 | Accounting | $22,315 |
401K ADVISORS INC1 year Filed as: 401K ADVISORS INC. Service code 16 · EIN 33-0905143 | Consulting | $18,750 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,625 | $71,802+151.6% | $133,975+34.8% | $57,658+213.3% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.1%+9.6pp | 70.2%+26.5pp |
| Annual return | -12.16% | 13.51%-25.7pp | 29.29%-41.5pp | 5.13%-17.3pp |
| Employer contribution / active EE | $10,283 | $3,161+225.3% | $5,211+97.3% | $1,974+421.0% |
| Participant deferral / active EE | $8,257 | $4,606+79.3% | $6,282+31.4% | $3,061+169.8% |
| Admin fee / account holder | $322 | $88+267.2% | $9,324-96.5% | $95+240.6% |