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 | $102,786 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $32,312 |
DURHAM JONES & PINEGAR2 years Filed as: DURHAM, JONES, & PINEGAR Service code 29 · EIN 87-0399832 | Legal | $12,466 |
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 | $78,773 | $134,045-41.2% | $80,022-1.6% | $75,289+4.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 75.8%+24.2pp | 72.4%+27.6pp |
| Annual return | -5.97% | -0.56%-5.4pp | 11.22%-17.2pp | -0.04%-5.9pp |
| Employer contribution / active EE | $4,359 | $3,492+24.8% | $2,468+76.6% | $2,405+81.2% |
| Participant deferral / active EE | $5,594 | $4,976+12.4% | $3,686+51.8% | $3,739+49.6% |
| Admin fee / account holder | $51 | $124-58.6% | $6,521-99.2% | $102-49.9% |