Filed April 30, 1999
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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $88,178 |
REDW LLC2 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $51,491 | $89,274-42.3% | $149,721-65.6% | $77,958-34.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 19.37% | 20.36%-1.0pp | 1501.67%-1482.3pp | 20.87%-1.5pp |
| Employer contribution / active EE | $2,612 | $3,727-29.9% | $5,444-52.0% | $2,310+13.0% |
| Participant deferral / active EE | $3,345 | $5,382-37.9% | $6,568-49.1% | $3,537-5.4% |
| Admin fee / account holder | $73 | $240-69.6% | $11,282-99.4% | $97-25.1% |