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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $152,400 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $117,223 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,350 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$59,036 |
Form 5500 reported that benefits due were not provided when due.
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 | $336,230 | $122,585+174.3% | $184,256+82.5% | $200,096+68.0% |
| Participation rate | 96.3% | 86.9%+9.3pp | 86.8%+9.4pp | 72.0%+24.2pp |
| Annual return | 18.31% | 144.12%-125.8pp | 28.85%-10.5pp | 34.26%-16.0pp |
| Employer contribution / active EE | $9,809 | $4,571+114.6% | $6,427+52.6% | $3,038+222.9% |
| Participant deferral / active EE | $17,846 | $7,972+123.9% | $9,133+95.4% | $5,090+250.6% |
| Admin fee / account holder | $97 | $120-19.2% | $13,899-99.3% | $269-63.9% |