Filed September 30, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE CONSULTING, LLP Service code 11 · EIN 06-1454513 | Actuarial | $85,078 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $25,998 |
SCHNEIDER DOWNS & CO., INC.8 years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 10 · EIN 25-1408703 | Accounting | $22,669 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 83-3967259 | Bank Trustee | $5,452 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 1.32% | 7.25%-5.9pp | 5.16%-3.8pp | 8.21%-6.9pp |
| Employer contribution / active EE | $4,278 | $13,308-67.9% | $26,446-83.8% | $13,837-69.1% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |