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 CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $126,915 |
REDW LLC8 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $20,473 |
Participant 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 | $54,869 | $112,711-51.3% | $170,055-67.7% | $80,187-31.6% |
| Participation rate | 97.7% | 87.4%+10.3pp | 87.0%+10.7pp | 72.9%+24.8pp |
| Annual return | 20.01% | 67.06%-47.0pp | 53.43%-33.4pp | 40.40%-20.4pp |
| Employer contribution / active EE | $3,148 | $4,488-29.9% | $6,790-53.6% | $2,980+5.7% |
| Participant deferral / active EE | $4,140 | $7,861-47.3% | $10,410-60.2% | $5,016-17.5% |
| Admin fee / account holder | $52 | $99-47.8% | $12,828-99.6% | $145-64.2% |