Filed January 10, 2006 (most recent of 3 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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $84,975 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANCIAL PARTNERS (IF Service code 27 · EIN 59-3331424 | Advisory (Plan) | $50,000 |
NEPC, LLC1+ years Service code 16 · EIN 26-1429809 | Consulting | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,172,637 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,825 | $85,590+94.9% | $73,309+127.6% | $69,651+139.5% |
| Participation rate | 91.3% | 78.5%+12.8pp | 74.9%+16.4pp | 66.6%+24.7pp |
| Annual return | 4.65% | 29.41%-24.8pp | 5.67%-1.0pp | 53.77%-49.1pp |
| Employer contribution / active EE | $4,655 | $2,537+83.5% | $3,237+43.8% | $2,241+107.7% |
| Participant deferral / active EE | $13,541 | $5,237+158.6% | $4,991+171.3% | $3,635+272.5% |
| Admin fee / account holder | -$64 | $72-189.0% | $5,635-101.1% | $63-201.4% |