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 |
|---|---|---|
GOVATOS2+ years Service code 16 · EIN 23-2986828 | Consulting | $49,942 |
Filed as: ALTMAN & CRONIN Service code 49 · EIN 94-3253397 | Other Services | $47,754 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $26,209 |
NEUBERGER BERMAN1 year Service code 21 · EIN 27-2510082 | Bank Trustee | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$313,690 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $323,500 | $85,635+277.8% | $123,894+161.1% | $63,975+405.7% |
| Participation rate | 88.4% | 74.9%+13.5pp | 81.4%+7.0pp | 71.1%+17.3pp |
| Annual return | 9.27% | 15.74%-6.5pp | 47.52%-38.2pp | 48.65%-39.4pp |
| Employer contribution / active EE | $10,397 | $3,076+238.0% | $4,617+125.2% | $2,182+376.6% |
| Participant deferral / active EE | $9,699 | $5,667+71.2% | $5,984+62.1% | $3,356+189.0% |
| Admin fee / account holder | $98 | $75+31.3% | $8,357-98.8% | $70+39.7% |