Filed November 14, 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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $55,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,021 |
MMA SECURITIES LLC3 years Filed as: MARSH USA, INC. Service code 23 · EIN 36-1436000 | Insurance services | $14,991 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $10,000 |
WINDHAM BRANNON4+ years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,873 | $45,382+192.8% | $154,110-13.8% | $75,289+76.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.86% | -0.47%-4.4pp | 735.22%-740.1pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,303 | $1,533+50.2% | $5,298-56.5% | $2,405-4.2% |
| Participant deferral / active EE | $14,109 | $2,384+491.8% | $5,081+177.7% | $3,739+277.4% |
| Admin fee / account holder | -$24 | $89-126.5% | $13,412-100.2% | $102-123.1% |