Filed September 11, 2012
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 16 · EIN 04-2647786 | Consulting | $17,945 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $14,091 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $13,670 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751584 | Advisory (Plan) | $2,568 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return 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 | $65,354 | $56,095+16.5% | $178,503-63.4% | $90,274-27.6% |
| Participation rate | 83.3% | 65.6%+17.8pp | 81.9%+1.4pp | 73.4%+10.0pp |
| Annual return | 12.52% | 28.81%-16.3pp | 151.12%-138.6pp | 53.97%-41.5pp |
| Employer contribution / active EE | $991 | $1,572-37.0% | $5,011-80.2% | $2,523-60.7% |
| Participant deferral / active EE | $2,799 | $2,669+4.9% | $5,202-46.2% | $4,231-33.8% |
| Admin fee / account holder | $27 | $101-73.4% | $13,987-99.8% | $114-76.6% |