Filed December 19, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,489 |
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 | $75,783 | $71,534+5.9% | $98,462-23.0% | $71,535+5.9% |
| Participation rate | 90.3% | 72.7%+17.7pp | 75.2%+15.2pp | 67.9%+22.4pp |
| Annual return | 18.90% | 32.44%-13.5pp | 21.20%-2.3pp | 28.97%-10.1pp |
| Employer contribution / active EE | $2,402 | $2,399+0.1% | $3,049-21.2% | $2,590-7.3% |
| Participant deferral / active EE | $1,951 | $4,109-52.5% | $4,738-58.8% | $4,292-54.5% |
| Admin fee / account holder | $19 | $1,677-98.8% | $8,875-99.8% | $1,589-98.8% |