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 LLP2+ years Filed as: KPMG Service code 64 · EIN 13-5565207 | Recordkeeping Fees | $52,500 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 22-2232264 | Consulting | $25,000 |
POND NORTH LLP1 year Service code 16 · EIN 20-0618952 | Consulting | $21,091 |
RANDALL & HURLEY, INC.2+ years Filed as: RANDALL WOODS/ INDEN Service code 10 · EIN 33-1381810 | Accounting | $20,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,030 |
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 | $187,218 | $82,279+127.5% | $78,002+140.0% | $63,975+192.6% |
| Participation rate | 96.5% | 84.7%+11.8pp | 75.5%+21.0pp | 71.1%+25.4pp |
| Annual return | 14.36% | 11.20%+3.2pp | 425.99%-411.6pp | 48.65%-34.3pp |
| Employer contribution / active EE | $6,698 | $3,297+103.2% | $2,470+171.1% | $2,182+207.0% |
| Participant deferral / active EE | $9,557 | $4,538+110.6% | $3,497+173.3% | $3,356+184.7% |
| Admin fee / account holder | $17 | $81-79.6% | $5,481-99.7% | $70-76.4% |