Filed September 9, 1997 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,733 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $60,000 |
ARMANINO LLP1 year Filed as: ARMANINO ADVISORY LLC Service code 10 · EIN 33-2514127 | Accounting | $18,638 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,129 | $122,585+111.4% | $184,256+40.6% | $200,096+29.5% |
| Participation rate | 97.0% | 86.9%+10.1pp | 86.8%+10.2pp | 72.0%+25.0pp |
| Annual return | 15.99% | 144.12%-128.1pp | 28.85%-12.9pp | 34.26%-18.3pp |
| Employer contribution / active EE | $11,712 | $4,571+156.2% | $6,427+82.2% | $3,038+285.6% |
| Participant deferral / active EE | $14,601 | $7,972+83.2% | $9,133+59.9% | $5,090+186.9% |
| Admin fee / account holder | $54 | $120-55.1% | $13,899-99.6% | $269-80.0% |