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 ADVISORS6+ years Service code 16 · EIN 20-4751585 | Consulting | $41,284 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,885 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $20,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,339 | $94,836+30.1% | $75,728+62.9% | $86,828+42.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 29.23% | 16.90%+12.3pp | 104.66%-75.4pp | 97.95%-68.7pp |
| Employer contribution / active EE | $8,021 | $2,908+175.8% | $2,743+192.4% | $2,406+233.3% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $32 | $108-70.3% | $3,620-99.1% | $170-81.0% |