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 | $364,461 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $39,399 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,484 | $136,266-38.7% | $90,767-8.0% | $77,906+7.2% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -15.32% | -11.32%-4.0pp | -12.16%-3.2pp | 12.16%-27.5pp |
| Employer contribution / active EE | $4,624 | $4,215+9.7% | $2,922+58.3% | $2,846+62.5% |
| Participant deferral / active EE | $6,039 | $6,353-4.9% | $4,565+32.3% | $4,805+25.7% |
| Admin fee / account holder | $118 | $399-70.5% | $8,445-98.6% | $133-11.2% |