Filed January 29, 2006 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $138,925 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $328,055 | $430,560-23.8% | $98,920+231.6% | $106,273+208.7% |
| Participation rate | 95.6% | 86.2%+9.4pp | 76.0%+19.5pp | 70.8%+24.8pp |
| Annual return | 10.67% | 17.89%-7.2pp | 196.47%-185.8pp | 21.70%-11.0pp |
| Employer contribution / active EE | $11,544 | $6,804+69.7% | $2,689+329.2% | $2,722+324.0% |
| Participant deferral / active EE | $13,638 | $9,623+41.7% | $4,245+221.3% | $4,601+196.4% |
| Admin fee / account holder | $7 | $220-96.8% | $6,643-99.9% | $78-90.9% |