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 | $209,628 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,375 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $60,977 |
MITCHELL & TITUS, LLP1 year Service code 16 · EIN 13-2781641 | Consulting | $51,500 |
KPMG LLP7+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $20,000 |
KATE RANALLI LLC1 year Service code 16 · EIN 81-3707565 | Consulting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $266,108 | $114,195+133.0% | $106,554+149.7% | $93,010+186.1% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.1%+20.8pp | 73.9%+23.0pp |
| Annual return | 11.64% | 22.18%-10.5pp | 26.80%-15.2pp | 158.70%-147.1pp |
| Employer contribution / active EE | $11,000 | $4,009+174.4% | $2,819+290.2% | $2,705+306.6% |
| Participant deferral / active EE | $14,287 | $5,908+141.8% | $4,398+224.8% | $4,561+213.2% |
| Admin fee / account holder | $183 | $105+75.2% | $7,408-97.5% | $152+21.0% |