Filed June 19, 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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $869,968 |
Filed as: CARR RIGGS & INGRAM, LLC Service code 10 · EIN 72-1396621 | Accounting | $22,000 |
PARTNERCOMM, INC1 year Filed as: PARTNERCOMM Service code 16 · EIN 75-2541310 | Consulting | $10,336 |
Form 5500 reported that benefits due were not provided when due.
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 | $141,513 | $93,901+50.7% | $216,567-34.7% | $93,901+50.7% |
| Participation rate | 92.5% | 81.9%+10.6pp | 81.6%+10.9pp | 81.9%+10.6pp |
| Annual return | 9.70% | 11.15%-1.5pp | 12.94%-3.2pp | 11.15%-1.5pp |
| Employer contribution / active EE | $3,796 | $4,205-9.7% | $5,216-27.2% | $4,205-9.7% |
| Participant deferral / active EE | $8,217 | $4,155+97.8% | $6,191+32.7% | $4,155+97.8% |
| Admin fee / account holder | $29 | $66-57.1% | $21,981-99.9% | $66-57.1% |