Filed August 24, 1994
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 |
|---|---|---|
Filed as: ALDRICH RETIREMENT SOLUTIONS LP Service code 15 · EIN 93-1307583 | Recordkeeping | $8,385 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,676 |
Filed as: ALDRICH WEALTH LP Service code 27 · EIN 93-1244319 | Advisory (Plan) | $371 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,086 | $48,064-68.6% | $78,778-80.8% | $69,631-78.3% |
| Participation rate | 86.7% | 61.6%+25.1pp | 69.2%+17.5pp | 70.7%+16.0pp |
| Annual return | 13.04% | 21.81%-8.8pp | 35.62%-22.6pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,182 | $744+59.0% | $1,986-40.5% | $2,032-41.8% |
| Participant deferral / active EE | $1,468 | $2,079-29.4% | $2,958-50.4% | $3,224-54.4% |
| Admin fee / account holder | $25 | $152-83.6% | $5,134-99.5% | $110-77.4% |