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 | $179,246 |
Filed as: FIDUCIARY FIRST LLC Service code 10 · EIN 20-5582309 | Accounting | $62,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,969 | $47,456+39.0% | $172,757-61.8% | $77,775-15.2% |
| Participation rate | 61.6% | 66.3%-4.7pp | 82.6%-21.1pp | 73.2%-11.6pp |
| Annual return | 22.64% | 35.57%-12.9pp | 803.06%-780.4pp | 32.58%-9.9pp |
| Employer contribution / active EE | $2,058 | $1,574+30.7% | $5,144-60.0% | $2,504-17.8% |
| Participant deferral / active EE | $2,991 | $2,560+16.9% | $5,198-42.5% | $3,966-24.6% |
| Admin fee / account holder | $102 | $81+26.0% | $13,956-99.3% | $100+1.8% |