Filed February 26, 1993
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,626 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $74,857 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $24,945 |
LJ MOSBY, P.C.1 year Filed as: LJ MOSBY PC Service code 10 · EIN 84-1656069 | Accounting | $23,000 |
JONES WALKER LLP1 year Filed as: JONES WALKER, LLP Service code 13 · EIN 72-0445111 | Contract Administrator | $18,810 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 16 · EIN 13-3954297 | Consulting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,764 | $57,921+103.3% | $84,753+39.0% | $57,661+104.2% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 70.2%+22.7pp |
| Annual return | 8.52% | 10.24%-1.7pp | 22.78%-14.3pp | 5.13%+3.4pp |
| Employer contribution / active EE | $6,923 | $2,598+166.4% | $3,574+93.7% | $1,974+250.7% |
| Participant deferral / active EE | $11,107 | $2,742+305.1% | $3,712+199.2% | $3,061+262.9% |
| Admin fee / account holder | $145 | $130+11.8% | $5,333-97.3% | $95+53.4% |