Filed December 17, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,534 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,068 |
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 | $157,039 | $88,890+76.7% | $102,423+53.3% | $77,643+102.3% |
| Participation rate | 95.9% | 80.9%+14.9pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 18.10% | 24.98%-6.9pp | 29.32%-11.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,614 | $2,698+34.0% | $3,023+19.5% | $2,726+32.6% |
| Participant deferral / active EE | $8,036 | $5,145+56.2% | $5,053+59.0% | $4,647+72.9% |
| Admin fee / account holder | $146 | $235-38.0% | $9,451-98.5% | $430-66.1% |