Filed December 31, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $93,047 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 16 · EIN 26-0058143 | Consulting | $56,772 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 30-1413443 | Accounting | $34,125 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,995 |
LITTLER MENDELSON, P.C.10+ years Filed as: LITTLER MENDELSON P.C. Service code 16 · EIN 94-2602731 | Consulting | $26,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,509 | $56,047+127.5% | $98,716+29.2% | $79,634+60.1% |
| Participation rate | 89.2% | 54.6%+34.6pp | 69.3%+19.9pp | 62.5%+26.7pp |
| Annual return | 16.88% | 17.58%-0.7pp | 31.81%-14.9pp | 36.46%-19.6pp |
| Employer contribution / active EE | $2 | $1,237-99.9% | $2,279-99.9% | $2,529-99.9% |
| Participant deferral / active EE | $8,101 | $2,469+228.1% | $4,048+100.1% | $3,835+111.3% |
| Admin fee / account holder | $213 | $1,512-85.9% | $8,703-97.6% | $1,002-78.7% |