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 | $311,293 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $24,850 |
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 | $89,582 | $96,403-7.1% | $93,621-4.3% | $77,775+15.2% |
| Participation rate | 100.0% | 87.6%+12.4pp | 75.8%+24.2pp | 73.2%+26.8pp |
| Annual return | 19.45% | 39.36%-19.9pp | 32.76%-13.3pp | 32.58%-13.1pp |
| Employer contribution / active EE | $4,322 | $3,616+19.5% | $2,719+59.0% | $2,504+72.6% |
| Participant deferral / active EE | $5,618 | $5,341+5.2% | $4,070+38.1% | $3,966+41.7% |
| Admin fee / account holder | $110 | $90+22.9% | $7,890-98.6% | $100+9.9% |