Filed December 3, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Other Services | $0 |
Service code 26 · EIN 59-2937883 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,177 | $65,434-18.7% | $98,483-46.0% | $85,847-38.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.25% | 21.75%-10.5pp | 1494.38%-1483.1pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,615 | $2,169-25.5% | $2,961-45.4% | $2,565-37.0% |
| Participant deferral / active EE | $3,049 | $3,168-3.8% | $4,276-28.7% | $3,952-22.9% |
| Admin fee / account holder | $9 | $4,595-99.8% | $5,953-99.9% | $6,261-99.9% |