Filed August 24, 2001
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 |
|---|---|---|
MERCER1+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $99,290 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $72,925 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $45,500 |
WILKINS FINSTON LAW GROUP LLP1+ years Service code 29 · EIN 27-5546855 | Legal | $18,190 |
TRAVISWOLFF1+ years Service code 16 · EIN 20-8185533 | Consulting | $12,762 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $10,703 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,684 | $85,590+0.1% | $73,309+16.9% | $69,651+23.0% |
| Participation rate | 54.9% | 78.5%-23.5pp | 74.9%-20.0pp | 66.6%-11.6pp |
| Annual return | 0.64% | 29.41%-28.8pp | 5.67%-5.0pp | 53.77%-53.1pp |
| Employer contribution / active EE | $1,120 | $2,537-55.9% | $3,237-65.4% | $2,241-50.0% |
| Participant deferral / active EE | $3,392 | $5,237-35.2% | $4,991-32.0% | $3,635-6.7% |
| Admin fee / account holder | $36 | $72-50.5% | $5,635-99.4% | $63-43.6% |