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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,791 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 52-1868818 | Contract Administrator | $77,036 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 13 · EIN 52-1868818 | Contract Administrator | $24,488 |
LJ MOSBY, P.C.2 years Filed as: LJ MOSBY PC Service code 14 · EIN 84-1656069 | Plan Administrator | $23,000 |
JONES WALKER LLP2 years Filed as: JONES WALKER, LLP Service code 13 · EIN 72-0445111 | Contract Administrator | $8,944 |
Filed as: CONDUENT HR CONSULTING LLC Service code 13 · EIN 77-0445111 | Contract Administrator | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,905 | $60,545+111.3% | $92,240+38.7% | $69,634+83.7% |
| Participation rate | 93.9% | 72.2%+21.8pp | 76.5%+17.4pp | 70.7%+23.2pp |
| Annual return | 12.36% | 19.71%-7.4pp | 176.29%-163.9pp | 27572.26%-27559.9pp |
| Employer contribution / active EE | $7,022 | $2,633+166.7% | $3,680+90.8% | $2,032+245.6% |
| Participant deferral / active EE | $10,419 | $2,828+268.5% | $3,897+167.4% | $3,224+223.2% |
| Admin fee / account holder | $143 | $145-1.1% | $5,194-97.2% | $110+29.6% |