Filed July 27, 2011 (most recent of 5 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 CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $425 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,933 | $61,660+62.1% | $80,022+24.9% | $64,173+55.7% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -1.50% | -0.33%-1.2pp | 11.22%-12.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,458 | $1,810+35.8% | $2,468-0.4% | $2,381+3.3% |
| Participant deferral / active EE | $10,132 | $2,968+241.4% | $3,686+174.9% | $3,470+192.0% |
| Admin fee / account holder | $16 | $5,417-99.7% | $6,521-99.8% | $4,887-99.7% |