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 LLC3 years Service code 27 · EIN 06-1667250 | Advisory (Plan) | $94,296 |
FCA CORP9+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $18,359 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,779 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $697 |
NATIONAL FINANCIAL SERVICES9+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $662,330 | $51,218+1193.2% | $70,589+838.3% | $71,535+825.9% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | 8.60% | 42.74%-34.1pp | 32.80%-24.2pp | 28.97%-20.4pp |
| Employer contribution / active EE | $33,254 | $1,796+1751.3% | $2,977+1017.0% | $2,590+1184.0% |
| Participant deferral / active EE | $18,149 | $3,033+498.4% | $4,569+297.2% | $4,292+322.9% |
| Admin fee / account holder | $682 | $2,003-65.9% | $6,430-89.4% | $1,589-57.1% |