Filed February 21, 2000 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,171,184 |
AON CONSULTING4 years Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $102,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,579 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $30,000 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $28,607 | $52,172-45.2% | $56,025-48.9% | $106,553-73.2% |
| Participation rate | 22.5% | 32.5%-10.0pp | 52.5%-30.0pp | 69.8%-47.3pp |
| Annual return | 14.52% | 17.21%-2.7pp | 1712.69%-1698.2pp | 17.37%-2.8pp |
| Employer contribution / active EE | $207 | $613-66.2% | $1,042-80.1% | $3,359-93.8% |
| Participant deferral / active EE | $857 | $1,424-39.8% | $1,955-56.1% | $5,562-84.6% |
| Admin fee / account holder | $57 | $90-36.6% | $2,828-98.0% | $80-28.0% |