Filed June 1, 2006 (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 CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,042,135 |
MERCER6+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $8,418 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,303 | $66,513-12.3% | $178,510-67.3% | $106,273-45.1% |
| Participation rate | 76.8% | 73.8%+3.0pp | 81.9%-5.2pp | 70.8%+6.0pp |
| Annual return | 14.84% | 21.81%-7.0pp | 151.13%-136.3pp | 21.70%-6.9pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,601-100.0% |
| Admin fee / account holder | $26 | $53-51.6% | $13,988-99.8% | $78-67.0% |