Filed March 4, 1996
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 |
|---|---|---|
AVIDIAN WEALTH SOLUTIONS LLC2 years Service code 27 · EIN 06-1667250 | Advisory (Plan) | $74,157 |
FCA CORP8+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $23,291 |
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $1,042 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $658 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $654,054 | $63,515+929.8% | $68,815+850.5% | $66,954+876.9% |
| Participation rate | 99.2% | 60.0%+39.1pp | 69.0%+30.1pp | 69.8%+29.3pp |
| Annual return | -12.19% | -8.28%-3.9pp | -6.37%-5.8pp | 1.57%-13.8pp |
| Employer contribution / active EE | $33,907 | $1,778+1807.5% | $2,656+1176.5% | $2,545+1232.3% |
| Participant deferral / active EE | $17,768 | $2,948+502.7% | $3,943+350.7% | $4,239+319.1% |
| Admin fee / account holder | $785 | $578+35.7% | $4,936-84.1% | $594+32.2% |