Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $157,306 |
Filed as: FIDUCIARY FIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $89,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,696 | $45,382+24.9% | $154,110-63.2% | $75,289-24.7% |
| Participation rate | 59.7% | 65.9%-6.2pp | 83.0%-23.3pp | 72.4%-12.7pp |
| Annual return | -3.41% | -0.47%-2.9pp | 735.22%-738.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $2,001 | $1,533+30.5% | $5,298-62.2% | $2,405-16.8% |
| Participant deferral / active EE | $2,844 | $2,384+19.3% | $5,081-44.0% | $3,739-23.9% |
| Admin fee / account holder | $113 | $89+26.8% | $13,412-99.2% | $102+10.7% |