Filed October 27, 1998 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 55 · EIN 13-4078005 | Other Commissions | $46,123 |
RUBINBROWN LLP6 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $9,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,863 | $65,437+28.2% | $86,698-3.3% | $66,949+25.3% |
| Participation rate | 99.4% | 75.5%+24.0pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -19.33% | -10.91%-8.4pp | 35.96%-55.3pp | 1.57%-20.9pp |
| Employer contribution / active EE | $3,610 | $2,154+67.6% | $2,837+27.2% | $2,545+41.8% |
| Participant deferral / active EE | $7,953 | $4,102+93.9% | $4,656+70.8% | $4,239+87.6% |
| Admin fee / account holder | $46 | $642-92.8% | $7,492-99.4% | $594-92.2% |