Filed July 5, 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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 17 · EIN 20-4751585 | Pension Consulting | $34,051 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $20,200 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $224 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $179,608 | $70,083+156.3% | $59,899+199.9% | $55,727+222.3% |
| Participation rate | 97.6% | 78.4%+19.3pp | 74.7%+22.9pp | 70.9%+26.8pp |
| Annual return | -1.99% | 3.13%-5.1pp | 3.46%-5.4pp | 244.94%-246.9pp |
| Employer contribution / active EE | $5,712 | $2,878+98.4% | $2,723+109.8% | $2,078+174.8% |
| Participant deferral / active EE | $6,218 | $3,079+102.0% | $3,403+82.7% | $3,356+85.3% |
| Admin fee / account holder | $40 | $70-43.3% | $3,592-98.9% | $115-65.4% |