Filed December 20, 2016 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786 | Investment Management | $219,774 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES L.L.C. Service code 27 · EIN 36-4001764 500 WEST MADISON STREET SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $67,150 |
HOOKER & HOLCOMBE, INC.6+ years Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $27,765 |
BLUM SHAPIRO6+ years Filed as: BLUM SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN STREET · WEST HARTFORD, CT 06127 | Accounting | $14,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.00% | 10.60%+1.4pp | -2.84%+14.8pp | 627.08%-615.1pp |
| Employer contribution / active EE | $25,000 | $19,729+26.7% | $33,329-25.0% | $18,824+32.8% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |