Filed April 19, 1995
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $93,085 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 13 · EIN 13-5160382 | Contract Administrator | $10,127 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $3,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,740 | $47,766+267.9% | $82,768+112.3% | $64,829+171.1% |
| Participation rate | 30.0% | 67.7%-37.7pp | 72.6%-42.5pp | 71.5%-41.5pp |
| Annual return | -16.37% | -13.06%-3.3pp | 702.70%-719.1pp | 32.85%-49.2pp |
| Employer contribution / active EE | $1,046 | $2,182-52.1% | $3,008-65.2% | $2,507-58.3% |
| Participant deferral / active EE | $6,926 | $3,332+107.9% | $4,395+57.6% | $4,312+60.6% |
| Admin fee / account holder | $159 | $143+11.2% | $5,326-97.0% | $188-15.4% |