Filed September 17, 2002 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,638 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATION INC Service code 16 · EIN 22-3189064 | Consulting | $27,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $14,000 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $239,807 | $95,918+150.0% | $151,634+58.1% | $77,906+207.8% |
| Participation rate | 96.2% | 88.7%+7.4pp | 87.5%+8.7pp | 73.7%+22.5pp |
| Annual return | -18.23% | -5.50%-12.7pp | 3.32%-21.5pp | 12.16%-30.4pp |
| Employer contribution / active EE | $9,777 | $4,330+125.8% | $6,165+58.6% | $2,846+243.5% |
| Participant deferral / active EE | $15,606 | $7,508+107.9% | $8,363+86.6% | $4,805+224.8% |
| Admin fee / account holder | $72 | $93-22.7% | $11,614-99.4% | $133-45.6% |