Filed April 1, 1998 (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.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $898,273 |
ARNERICH MASSENA4+ years Filed as: ARNERICH MASSENA AND ASSOCIATES Service code 27 · EIN 93-1119724 | Advisory (Plan) | $163,158 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,350 | $85,938+66.8% | $125,192+14.5% | $89,609+60.0% |
| Participation rate | 67.5% | 73.9%-6.4pp | 79.8%-12.3pp | 69.6%-2.1pp |
| Annual return | 2.46% | 20.69%-18.2pp | 43.79%-41.3pp | 34.56%-32.1pp |
| Employer contribution / active EE | $3,680 | $2,681+37.3% | $3,866-4.8% | $2,584+42.4% |
| Participant deferral / active EE | $4,334 | $3,818+13.5% | $4,937-12.2% | $4,220+2.7% |
| Admin fee / account holder | $30 | $56-46.9% | $9,704-99.7% | $72-58.2% |