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 CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $61,751 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,115 | $81,321-3.9% | $68,509+14.0% | $59,188+32.0% |
| Participation rate | 98.2% | 83.8%+14.4pp | 74.7%+23.5pp | 69.4%+28.8pp |
| Annual return | 0.57% | 4.65%-4.1pp | 8.27%-7.7pp | 5.51%-4.9pp |
| Employer contribution / active EE | $6,081 | $3,297+84.5% | $2,278+167.0% | $2,098+189.8% |
| Participant deferral / active EE | $5,849 | $4,592+27.4% | $3,382+72.9% | $3,265+79.2% |
| Admin fee / account holder | $79 | $62+28.7% | $5,275-98.5% | $92-13.8% |