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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $756,806 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC. Service code 16 · EIN 94-2192581 | Consulting | $148,625 |
PRICEWATERHOUSECOOPERS LLP7+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $138,500 |
DLA PIPER2 years Filed as: DLA PIPER, LLP Service code 28 · EIN 52-0616490 | Investment Management | $12,478 |
CURCIO WEBB4 years Service code 16 · EIN 36-4171366 | Consulting | $9,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,095 | $159,295+133.0% | $108,405+242.3% | $106,520+248.4% |
| Participation rate | 94.6% | 85.5%+9.1pp | 80.1%+14.5pp | 71.3%+23.3pp |
| Annual return | 17.43% | 17.79%-0.4pp | 905.55%-888.1pp | 19.28%-1.9pp |
| Employer contribution / active EE | $4,947 | $3,803+30.1% | $3,559+39.0% | $2,840+74.2% |
| Participant deferral / active EE | $20,752 | $9,392+121.0% | $6,563+216.2% | $4,948+319.4% |
| Admin fee / account holder | $45 | $99-54.5% | $7,297-99.4% | $75-39.7% |