Filed February 5, 2002 (most recent of 5 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 37 · EIN 04-2647786 | Loan Processing | $973,617 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $801,442 |
ALIGHT SOLUTIONS LLC8 years Service code 49 · EIN 82-1061233 | Other Services | $31,125 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,060 |
Service code 16 · EIN 53-0181291 | Consulting | $22,000 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $10,075 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $8,879 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $72,771 | $244,991-70.3% | $105,624-31.1% | $106,553-31.7% |
| Participation rate | 97.6% | 88.4%+9.3pp | 75.3%+22.4pp | 69.8%+27.8pp |
| Annual return | 13.39% | 13.48%-0.1pp | 116.20%-102.8pp | 17.37%-4.0pp |
| Employer contribution / active EE | $2,631 | $8,816-70.2% | $3,168-16.9% | $3,359-21.7% |
| Participant deferral / active EE | $5,389 | $11,442-52.9% | $5,013+7.5% | $5,562-3.1% |
| Admin fee / account holder | $92 | $88+4.1% | $10,961-99.2% | $80+14.9% |