Filed March 21, 2000 (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 13 · EIN 06-1050034 | Contract Administrator | $519,915 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 20-4751585 | Advisory (Participants) | $62,010 |
Filed as: STOUT, CAUSEY, & HORNING, P.A. Service code 49 · EIN 52-1743645 | Other Services | $15,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,054 | $71,505-37.0% | $123,553-63.5% | $73,367-38.6% |
| Participation rate | 86.6% | 64.9%+21.7pp | 82.3%+4.3pp | 69.5%+17.1pp |
| Annual return | 4.26% | 6.94%-2.7pp | 119.21%-114.9pp | 173.45%-169.2pp |
| Employer contribution / active EE | $1,423 | $2,011-29.2% | $4,628-69.2% | $2,499-43.0% |
| Participant deferral / active EE | $4,052 | $4,928-17.8% | $6,426-36.9% | $4,033+0.5% |
| Admin fee / account holder | $51 | $66-22.4% | $9,284-99.4% | $68-25.1% |