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 LLP3+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $85,080 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: INDEPENDENT FINANCIAL PARTNERS (IF Service code 27 · EIN 59-3331424 | Advisory (Plan) | $50,000 |
DLA PIPER2 years Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 | Legal | $45,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$756,866 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $220,363 | $104,862+110.1% | $90,161+144.4% | $80,976+172.1% |
| Participation rate | 92.6% | 78.9%+13.6pp | 76.9%+15.7pp | 68.3%+24.3pp |
| Annual return | 21.01% | 20.18%+0.8pp | 34.89%-13.9pp | 22.91%-1.9pp |
| Employer contribution / active EE | $4,476 | $2,724+64.3% | $3,318+34.9% | $2,402+86.3% |
| Participant deferral / active EE | $14,676 | $6,098+140.7% | $5,287+177.6% | $3,848+281.4% |
| Admin fee / account holder | -$61 | $76-180.3% | $5,943-101.0% | $67-190.8% |