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 | $35,344 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $17,200 |
CALLILSTER, NEBEKER & MCCULLOUGH1+ years Service code 29 · EIN 87-0304195 | Legal | $9,195 |
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 | $77,621 | $81,321-4.5% | $68,509+13.3% | $59,188+31.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | 0.90% | 4.65%-3.7pp | 8.27%-7.4pp | 5.51%-4.6pp |
| Employer contribution / active EE | $3,937 | $3,297+19.4% | $2,278+72.9% | $2,098+87.7% |
| Participant deferral / active EE | $4,918 | $4,592+7.1% | $3,382+45.4% | $3,265+50.7% |
| Admin fee / account holder | $25 | $62-59.2% | $5,275-99.5% | $92-72.7% |