Filed January 25, 2015 (most recent of 3 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 |
|---|---|---|
FID INV INST OPS CO7+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $533,263 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,831 |
MARCUM LLP4 years Service code 10 · EIN 11-1986323 | Accounting | $45,445 |
FID INV INST OPS CO7+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $79,819 | $69,238+15.3% | $185,854-57.1% | $101,555-21.4% |
| Participation rate | 83.9% | 73.5%+10.4pp | 81.7%+2.2pp | 74.5%+9.3pp |
| Annual return | 28.02% | 21.26%+6.8pp | 122.12%-94.1pp | 21.00%+7.0pp |
| Employer contribution / active EE | $6,400 | $2,104+204.1% | $5,169+23.8% | $2,972+115.3% |
| Participant deferral / active EE | $6,081 | $3,764+61.6% | $5,569+9.2% | $4,874+24.8% |
| Admin fee / account holder | $73 | $66+9.4% | $16,246-99.6% | $139-48.0% |