Filed December 31, 1992
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 42-0127290 | Contract Administrator | $53,317 |
FNBB CAPITAL MARKETS LLC1 year Filed as: FNBB CAPITAL MARKETS Service code 49 · EIN 20-0532898 | Other Services | $27,761 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,403 | $122,063-30.9% | $184,256-54.2% | $74,478+13.3% |
| Participation rate | 85.2% | 85.5%-0.3pp | 86.8%-1.7pp | 67.2%+17.9pp |
| Annual return | 12.39% | 19.92%-7.5pp | 28.85%-16.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $1,745 | $4,539-61.6% | $6,427-72.9% | $2,626-33.6% |
| Participant deferral / active EE | $3,844 | $7,144-46.2% | $9,133-57.9% | $4,350-11.6% |
| Admin fee / account holder | $384 | $1,253-69.4% | $13,899-97.2% | $1,946-80.3% |