Filed January 4, 2001
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 |
|---|---|---|
TRIAD ADVISORS INC4 years Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $178,173 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $35,386 |
Service code 10 · EIN 95-4345526 | Accounting | $14,000 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 95-3207191 | Consulting | $12,377 |
Service code 16 · EIN 87-1334138 | Consulting | $7,500 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GRIP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $6,270 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$187,026 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,054 | $62,686+364.3% | $178,505+63.1% | $77,762+274.3% |
| Participation rate | 99.4% | 66.9%+32.6pp | 77.1%+22.3pp | 70.6%+28.9pp |
| Annual return | 16.46% | 16.16%+0.3pp | 27.16%-10.7pp | 31.27%-14.8pp |
| Employer contribution / active EE | $14,490 | $1,914+657.3% | $3,955+266.4% | $2,728+431.2% |
| Participant deferral / active EE | $18,116 | $4,224+328.9% | $6,280+188.5% | $4,651+289.5% |
| Admin fee / account holder | $56 | $386-85.4% | $10,428-99.5% | $433-87.0% |