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 10 · EIN 06-1050034 | Accounting | $421,530 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $26,240 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,243 | $114,195-7.0% | $106,554-0.3% | $93,010+14.2% |
| Participation rate | 98.8% | 86.4%+12.4pp | 76.1%+22.7pp | 73.9%+24.9pp |
| Annual return | 14.19% | 22.18%-8.0pp | 26.80%-12.6pp | 158.70%-144.5pp |
| Employer contribution / active EE | $4,707 | $4,009+17.4% | $2,819+67.0% | $2,705+74.0% |
| Participant deferral / active EE | $5,864 | $5,908-0.7% | $4,398+33.3% | $4,561+28.6% |
| Admin fee / account holder | $140 | $105+33.2% | $7,408-98.1% | $152-8.0% |