Filed May 29, 1997
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 · EIN 20-4751585 | Consulting | $38,914 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,033 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $19,805 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,085 | $95,542-1.5% | $69,480+35.4% | $67,584+39.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 5.37% | 17.67%-12.3pp | 28.99%-23.6pp | 378.59%-373.2pp |
| Employer contribution / active EE | $9,266 | $2,989+210.0% | $2,780+233.3% | $2,148+331.4% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,540-100.0% |
| Admin fee / account holder | $33 | $90-63.8% | $3,840-99.2% | $142-77.1% |