Filed May 13, 1996
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 13 · EIN 42-0127290 | Contract Administrator | $1,241,647 |
Filed as: THOMSON REUTERS ENTERPRISES Service code 13 · EIN 41-1426973 | Contract Administrator | $13,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,146 | $41,203-29.3% | $61,629-52.7% | $89,433-67.4% |
| Participation rate | 15.5% | 35.4%-19.9pp | 52.6%-37.1pp | 71.3%-55.8pp |
| Annual return | -6.60% | -14.63%+8.0pp | 339.09%-345.7pp | -11.88%+5.3pp |
| Employer contribution / active EE | $348 | $603-42.3% | $1,160-70.0% | $3,021-88.5% |
| Participant deferral / active EE | $413 | $1,367-69.8% | $2,124-80.5% | $5,125-91.9% |
| Admin fee / account holder | $34 | $74-54.3% | $2,132-98.4% | $79-57.7% |