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 LLC4 years Service code 27 · EIN 06-1667250 | Advisory (Plan) | $133,920 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $15,738 |
FCA CORP10+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $15,192 |
Service code 27 · EIN 16-1677964 | Advisory (Plan) | $5,353 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,347 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $727,878 | $54,690+1230.9% | $76,030+857.4% | $74,478+877.3% |
| Participation rate | 98.6% | 60.3%+38.3pp | 69.1%+29.5pp | 67.2%+31.4pp |
| Annual return | 12.03% | 31.92%-19.9pp | 361.54%-349.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $33,873 | $1,781+1801.7% | $2,688+1160.4% | $2,626+1189.8% |
| Participant deferral / active EE | $17,660 | $3,070+475.2% | $4,257+314.8% | $4,350+306.0% |
| Admin fee / account holder | $949 | $2,240-57.6% | $6,421-85.2% | $1,946-51.2% |