Filed January 23, 2017 (most recent of 4 filings on file)
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 CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $45,172 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,157 | $48,744-79.2% | $93,727-89.2% | $200,096-94.9% |
| Participation rate | 49.3% | 63.7%-14.4pp | 68.7%-19.4pp | 72.0%-22.8pp |
| Annual return | 11.42% | 15.36%-3.9pp | 133.83%-122.4pp | 34.26%-22.8pp |
| Employer contribution / active EE | $303 | $1,140-73.5% | $2,421-87.5% | $3,038-90.0% |
| Participant deferral / active EE | $518 | $2,825-81.7% | $4,417-88.3% | $5,090-89.8% |
| Admin fee / account holder | $28 | $195-85.8% | $8,292-99.7% | $269-89.7% |