Filed November 20, 1990
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $394,908 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $99,670 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $51,237 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $28,717 |
Filed as: VOYA INSTITUTIONAL TRUST COMPANY Service code 15 · EIN 71-0294708 | Recordkeeping | $18,159 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,900 | $167,950+62.5% | $112,504+142.6% | $80,187+240.3% |
| Participation rate | 99.9% | 94.5%+5.4pp | 80.6%+19.4pp | 72.9%+27.0pp |
| Annual return | 18.04% | 18.78%-0.7pp | 34.13%-16.1pp | 40.40%-22.4pp |
| Employer contribution / active EE | $11,911 | $6,272+89.9% | $4,571+160.5% | $2,980+299.7% |
| Participant deferral / active EE | $13,497 | $9,857+36.9% | $6,522+106.9% | $5,016+169.1% |
| Admin fee / account holder | $317 | $104+206.1% | $7,048-95.5% | $145+118.8% |