Filed November 6, 1992
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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $146,019 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $42,116 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $18,400 |
WITHUMSMITH+BROWN, PC4 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $1,498 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,369 | $67,512-13.5% | $185,823-68.6% | $93,030-37.3% |
| Participation rate | 93.6% | 67.1%+26.4pp | 81.7%+11.9pp | 73.9%+19.7pp |
| Annual return | -38.83% | 21.04%-59.9pp | 122.05%-160.9pp | 158.70%-197.5pp |
| Employer contribution / active EE | $1,076 | $1,783-39.6% | $5,167-79.2% | $2,706-60.2% |
| Participant deferral / active EE | $6,732 | $3,035+121.8% | $5,568+20.9% | $4,562+47.6% |
| Admin fee / account holder | $93 | $318-70.7% | $16,237-99.4% | $152-38.6% |