Filed September 29, 1995
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 |
|---|---|---|
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $43,062 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 13-5565207 | Advisory (Plan) | $16,130 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $6,826 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,036 | $45,000+49.0% | $143,801-53.4% | $77,906-14.0% |
| Participation rate | 71.2% | 66.8%+4.4pp | 80.3%-9.1pp | 73.7%-2.5pp |
| Annual return | -15.76% | 29.03%-44.8pp | -0.04%-15.7pp | 12.16%-27.9pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $6,171 | $3,157+95.5% | $5,639+9.4% | $4,805+28.4% |
| Admin fee / account holder | $17 | $98-82.7% | $14,680-99.9% | $133-87.2% |