Filed October 5, 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $246,729 |
BRYAN CAVE LLP6+ years Service code 29 · EIN 43-0602162 | Legal | $70,322 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $24,300 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 49 · EIN 22-1211670 | Other Services | $1,541 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,284 | $102,389-23.5% | $100,540-22.1% | $90,274-13.3% |
| Participation rate | 82.4% | 84.0%-1.6pp | 79.4%+3.0pp | 73.4%+9.1pp |
| Annual return | 15.04% | 22.50%-7.5pp | 30.90%-15.9pp | 53.97%-38.9pp |
| Employer contribution / active EE | $50 | $3,056-98.4% | $3,419-98.6% | $2,523-98.0% |
| Participant deferral / active EE | $3,486 | $7,514-53.6% | $6,272-44.4% | $4,231-17.6% |
| Admin fee / account holder | $1 | $83-98.6% | $8,082-100.0% | $114-98.9% |