Filed July 10, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 28 · EIN 74-2606915 | Investment Management | $43,895 |
RETIREMENT HORIZONS INC.2+ years Service code 11 · EIN 76-0551734 | Actuarial | $15,386 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 14 · EIN 04-2723880 | Plan Administrator | $13,698 |
FID INV INST OPS CO1 year Service code 16 · EIN 04-2647786 | Consulting | $7,697 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 5.61% | 5.80%-0.2pp | 4.74%+0.9pp | 11.88%-6.3pp |
| Employer contribution / active EE | $0 | $15,506-100.0% | $36,089-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |