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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,087 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $22,995 |
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 | $92,556 | $85,135+8.7% | $98,920-6.4% | $73,415+26.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 17.78% | 19.14%-1.4pp | 196.47%-178.7pp | 59.30%-41.5pp |
| Employer contribution / active EE | $5,299 | $2,721+94.8% | $2,689+97.0% | $2,234+137.2% |
| Participant deferral / active EE | $6,565 | $4,349+51.0% | $4,245+54.7% | $3,806+72.5% |
| Admin fee / account holder | $176 | $139+26.3% | $6,643-97.4% | $158+11.4% |