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 | $90,499 |
ELLWOOD ASSOCIATES1 year Service code 26 33 W MONROE · CHICAGO, IL 60603 | Advisory (Participants) | $52,500 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $29,998 |
GOVATOS4+ years Service code 16 · EIN 23-2986828 | Consulting | $7,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$316,855 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $329,802 | $88,874+271.1% | $123,553+166.9% | $75,289+338.0% |
| Participation rate | 88.8% | 75.9%+13.0pp | 82.3%+6.5pp | 72.4%+16.4pp |
| Annual return | -2.68% | 4.22%-6.9pp | 119.21%-121.9pp | -0.04%-2.6pp |
| Employer contribution / active EE | $10,636 | $3,256+226.7% | $4,628+129.8% | $2,405+342.2% |
| Participant deferral / active EE | $10,528 | $6,174+70.5% | $6,426+63.8% | $3,739+181.6% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |