Filed September 21, 1999
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 |
|---|---|---|
NESTLE USA3 years Service code 14 · EIN 95-1572209 | Plan Administrator | $77,446 |
Filed as: ALVAREZ AND MARSAL TAX Service code 16 · EIN 56-2409465 | Consulting | $74,246 |
CALFEE HALTER & GRISWOLD LLP3 years Filed as: CALFEE, HALTER & GRISWOLD Service code 29 · EIN 34-0732302 | Legal | $56,255 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 71-0294708 | Loan Processing | $53,398 |
EISNERAMPER LLP1 year Service code 16 · EIN 13-1639826 | Consulting | $21,000 |
FINANCIAL FINESSE1 year Service code 49 · EIN 94-3333910 | Other Services | $17,717 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,833 | $106,553+40.6% | $81,370+84.1% | $106,553+40.6% |
| Participation rate | 97.6% | 69.8%+27.8pp | 69.5%+28.1pp | 69.8%+27.8pp |
| Annual return | 14.23% | 17.37%-3.1pp | 24.85%-10.6pp | 17.37%-3.1pp |
| Employer contribution / active EE | $6,056 | $3,359+80.3% | $2,464+145.8% | $3,359+80.3% |
| Participant deferral / active EE | $8,798 | $5,562+58.2% | $3,885+126.5% | $5,562+58.2% |
| Admin fee / account holder | $6 | $80-92.4% | $5,749-99.9% | $80-92.4% |