Filed January 17, 1997 (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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,585,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $990,836 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $117,981 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $75,000 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $68,000 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $18,498 |
Form 5500 reported that benefits due were not provided when due.
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 | $565,169 | $185,545+204.6% | $90,767+522.7% | $89,433+531.9% |
| Participation rate | 95.3% | 85.0%+10.3pp | 75.7%+19.6pp | 71.3%+24.0pp |
| Annual return | 4.02% | -13.56%+17.6pp | -12.16%+16.2pp | -11.88%+15.9pp |
| Employer contribution / active EE | $14,268 | $7,210+97.9% | $2,922+388.3% | $3,021+372.3% |
| Participant deferral / active EE | $17,107 | $9,550+79.1% | $4,565+274.7% | $5,125+233.8% |
| Admin fee / account holder | $114 | $100+14.1% | $8,445-98.6% | $79+43.9% |