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 | $227,920 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,669 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $80,870 |
KPMG LLP6+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $56,500 |
RJW FINANCIAL SERVICES2 years Filed as: RJW FINANCIAL SERVICES, LLC Service code 16 · EIN 33-1381810 | Consulting | $6,325 |
KATE RANALLI LLC1 year Filed as: KATE RANALLI, LLC Service code 16 · EIN 81-3707565 | Consulting | $5,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,832 | $105,190+140.4% | $98,920+155.6% | $90,274+180.1% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.0%+22.0pp | 73.4%+24.7pp |
| Annual return | 18.85% | 18.52%+0.3pp | 196.47%-177.6pp | 53.97%-35.1pp |
| Employer contribution / active EE | $10,838 | $3,831+182.9% | $2,689+303.0% | $2,523+329.5% |
| Participant deferral / active EE | $13,452 | $5,616+139.5% | $4,245+216.9% | $4,231+218.0% |
| Admin fee / account holder | $174 | $97+79.2% | $6,643-97.4% | $114+52.9% |