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 | $125,109 |
ELLWOOD ASSOCIATES3 years Service code 26 33 W MONROE · CHICAGO, IL 60603 | Advisory (Participants) | $70,000 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $27,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$759,473 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $482,253 | $127,481+278.3% | $149,751+222.0% | $90,274+434.2% |
| Participation rate | 92.4% | 78.2%+14.2pp | 82.5%+10.0pp | 73.4%+19.1pp |
| Annual return | 20.93% | 57.78%-36.8pp | 276.71%-255.8pp | 53.97%-33.0pp |
| Employer contribution / active EE | $12,757 | $3,448+270.0% | $4,646+174.6% | $2,523+405.5% |
| Participant deferral / active EE | $12,853 | $6,975+84.3% | $6,843+87.8% | $4,231+203.8% |
| Admin fee / account holder | $0 | $152-100.0% | $9,312-100.0% | $114-100.0% |