Filed May 15, 1996 (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 |
|---|---|---|
KPMG LLP1+ years Filed as: KPMG Service code 64 · EIN 13-5565207 | Recordkeeping Fees | $49,500 |
RANDALL & HURLEY, INC.1+ years Filed as: RANDALL WOODS/ INDEN Service code 10 · EIN 33-1381810 | Accounting | $5,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,097 |
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 | $168,080 | $81,321+106.7% | $68,509+145.3% | $59,188+184.0% |
| Participation rate | 96.4% | 83.8%+12.5pp | 74.7%+21.6pp | 69.4%+26.9pp |
| Annual return | -7.43% | 4.65%-12.1pp | 8.27%-15.7pp | 5.51%-12.9pp |
| Employer contribution / active EE | $6,391 | $3,297+93.9% | $2,278+180.6% | $2,098+204.6% |
| Participant deferral / active EE | $11,363 | $4,592+147.4% | $3,382+236.0% | $3,265+248.1% |
| Admin fee / account holder | $28 | $62-54.6% | $5,275-99.5% | $92-69.6% |