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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $369,853 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $150,000 |
Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $150,000 |
DLA PIPER4 years Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 | Legal | $53,074 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $24,865 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,763 | $116,243+131.2% | $91,994+192.2% | $89,609+199.9% |
| Participation rate | 93.9% | 84.8%+9.1pp | 78.6%+15.2pp | 69.6%+24.3pp |
| Annual return | 25.30% | 23.75%+1.5pp | 69.04%-43.7pp | 33.65%-8.4pp |
| Employer contribution / active EE | $5,664 | $3,226+75.6% | $3,453+64.0% | $2,584+119.2% |
| Participant deferral / active EE | $18,310 | $7,519+143.5% | $5,924+209.1% | $4,222+333.7% |
| Admin fee / account holder | $25 | $82-69.6% | $7,744-99.7% | $72-65.1% |