Filed February 25, 2011 (most recent of 5 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 |
|---|---|---|
Service code 16 · EIN 20-8161914 | Consulting | $87,500 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS Service code 16 · EIN 44-0160260 | Consulting | $24,150 |
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$600,068 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,721 | $73,283-11.7% | $155,556-58.4% | $106,553-39.3% |
| Participation rate | 96.3% | 73.3%+23.0pp | 78.2%+18.1pp | 69.8%+26.5pp |
| Annual return | 16.68% | 15.76%+0.9pp | 64.84%-48.2pp | 17.37%-0.7pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $7,825 | $4,567+71.4% | $5,631+39.0% | $5,562+40.7% |
| Admin fee / account holder | -$37 | $56-166.1% | $15,885-100.2% | $80-146.4% |