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 | $3,892,700 |
AON CONSULTING3 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $100,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $13,650 |
SMITH & DOWNEY1 year Filed as: SMITH & DOWNEY, PA Service code 29 · EIN 52-1829270 | Legal | $7,560 |
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 | $25,622 | $45,365-43.5% | $58,516-56.2% | $96,393-73.4% |
| Participation rate | 25.5% | 30.9%-5.4pp | 50.9%-25.4pp | 71.3%-45.8pp |
| Annual return | 18.40% | 20.48%-2.1pp | 4253.81%-4235.4pp | 22.88%-4.5pp |
| Employer contribution / active EE | $234 | $584-59.9% | $1,054-77.8% | $3,239-92.8% |
| Participant deferral / active EE | $846 | $1,304-35.1% | $1,923-56.0% | $5,455-84.5% |
| Admin fee / account holder | $54 | $74-26.7% | $2,487-97.8% | $74-26.4% |