Filed December 18, 2002
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 |
|---|---|---|
Filed as: ALTMAN & CRONIN Service code 49 · EIN 94-3253397 | Other Services | $88,153 |
GOVATOS1+ years Service code 16 · EIN 23-2986828 | Consulting | $38,595 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $24,016 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN, LLC Service code 21 · EIN 27-2510082 | Bank Trustee | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$215,171 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $311,011 | $86,791+258.3% | $115,038+170.4% | $59,188+425.5% |
| Participation rate | 87.6% | 72.8%+14.8pp | 81.4%+6.2pp | 69.4%+18.2pp |
| Annual return | 6.11% | 4.44%+1.7pp | 26.14%-20.0pp | 5.51%+0.6pp |
| Employer contribution / active EE | $10,474 | $2,950+255.1% | $4,608+127.3% | $2,098+399.2% |
| Participant deferral / active EE | $9,418 | $5,298+77.8% | $6,026+56.3% | $3,265+188.5% |
| Admin fee / account holder | $271 | $95+185.4% | $8,175-96.7% | $92+193.8% |