Filed April 21, 1997
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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,221 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 1250 CAPITIAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,131 | $54,320-40.8% | $67,652-52.5% | $52,331-38.6% |
| Participation rate | 57.1% | 73.6%-16.5pp | 75.7%-18.5pp | 68.1%-11.0pp |
| Annual return | -1.35% | 6.81%-8.2pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $524 | $1,544-66.1% | $2,266-76.9% | $1,882-72.2% |
| Participant deferral / active EE | $1,451 | $2,950-50.8% | $3,560-59.2% | $3,022-52.0% |
| Admin fee / account holder | $39 | $527-92.5% | $4,821-99.2% | $592-93.4% |