Filed July 30, 1999 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $12,572 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,272 |
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 | $71,379 | $58,093+22.9% | $80,022-10.8% | $56,289+26.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -4.46% | 34.63%-39.1pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,041 | $1,933+57.3% | $2,468+23.2% | $2,111+44.0% |
| Participant deferral / active EE | $4,738 | $3,136+51.1% | $3,686+28.6% | $3,350+41.5% |
| Admin fee / account holder | $79 | $623-87.4% | $6,521-98.8% | $521-84.9% |