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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $603,683 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $402,528 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $92,049 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $75,210 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $47,499 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $14,342 |
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 | $302,267 | $191,300+58.0% | $103,065+193.3% | $200,096+51.1% |
| Participation rate | 99.6% | 93.4%+6.2pp | 80.6%+19.1pp | 72.0%+27.6pp |
| Annual return | 14.74% | 15.75%-1.0pp | 23.95%-9.2pp | 34.26%-19.5pp |
| Employer contribution / active EE | $13,154 | $6,666+97.3% | $4,675+181.4% | $3,038+333.0% |
| Participant deferral / active EE | $14,494 | $10,452+38.7% | $6,625+118.8% | $5,090+184.8% |
| Admin fee / account holder | $302 | $115+162.9% | $9,349-96.8% | $269+12.3% |