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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $206,882 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,649 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $55,000 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $40,422 |
RJW FINANCIAL SERVICES1 year Filed as: RJW FINANCIAL SERVICES, LLC Service code 16 · EIN 33-1381810 | Consulting | $16,569 |
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 | $213,056 | $96,403+121.0% | $93,621+127.6% | $77,775+173.9% |
| Participation rate | 98.5% | 87.6%+10.9pp | 75.8%+22.7pp | 73.2%+25.3pp |
| Annual return | 26.01% | 39.36%-13.4pp | 32.76%-6.8pp | 32.58%-6.6pp |
| Employer contribution / active EE | $9,926 | $3,616+174.5% | $2,719+265.1% | $2,504+296.4% |
| Participant deferral / active EE | $13,101 | $5,341+145.3% | $4,070+221.9% | $3,966+230.4% |
| Admin fee / account holder | $153 | $90+70.7% | $7,890-98.1% | $100+52.7% |