Filed March 17, 2003
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 CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $72,353 |
Filed as: FIDUCIARY PLAN CONSUTANTS LLC Service code 16 · EIN 47-1186155 | Consulting | $24,185 |
ARNETT CARBIS TOOTHMAN LLP2 years Service code 10 · EIN 55-0486667 | Accounting | $19,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,583 | $56,095-49.0% | $178,510-84.0% | $90,274-68.3% |
| Participation rate | 99.9% | 65.6%+34.4pp | 81.9%+18.0pp | 73.4%+26.6pp |
| Annual return | 13.57% | 28.81%-15.2pp | 151.13%-137.6pp | 53.97%-40.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $42 | $101-58.6% | $13,988-99.7% | $114-63.5% |