Filed September 17, 1998
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $226,518 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,126 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $26,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,364 | $110,258+21.9% | $102,460+31.1% | $200,096-32.9% |
| Participation rate | 99.6% | 86.3%+13.3pp | 76.5%+23.1pp | 72.0%+27.6pp |
| Annual return | 15.23% | 35.78%-20.5pp | 29.47%-14.2pp | 34.26%-19.0pp |
| Employer contribution / active EE | $5,607 | $3,605+55.6% | $3,025+85.4% | $3,038+84.6% |
| Participant deferral / active EE | $7,402 | $6,377+16.1% | $5,056+46.4% | $5,090+45.4% |
| Admin fee / account holder | $157 | $122+28.0% | $9,460-98.3% | $269-41.9% |