Filed September 21, 1992
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 SEGAL COMPANY2 years Service code 11 · EIN 13-2619159 | Actuarial | $379,175 |
Service code 21 · EIN 13-3580612 | Bank Trustee | $273,937 |
FORVIS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $56,004 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 17.66% | 18.13%-0.5pp | 14.64%+3.0pp | 16.32%+1.3pp |
| Employer contribution / active EE | $40,543 | $23,138+75.2% | $41,831-3.1% | $17,007+138.4% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |