Filed April 30, 2013
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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,764,063 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $410,161 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $58,514 |
SOUNDHILL GRAPHICS1 year Service code 16 · EIN 83-2657094 | Consulting | $34,768 |
Service code 16 · EIN 06-1547555 | Consulting | $23,301 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,110 | $83,057-32.4% | $143,801-61.0% | $89,433-37.3% |
| Participation rate | 98.2% | 74.0%+24.1pp | 80.3%+17.8pp | 71.3%+26.9pp |
| Annual return | -14.82% | -13.97%-0.8pp | -0.04%-14.8pp | -11.88%-2.9pp |
| Employer contribution / active EE | $4,934 | $2,095+135.5% | $4,952-0.4% | $3,021+63.3% |
| Participant deferral / active EE | $6,499 | $4,281+51.8% | $5,639+15.3% | $5,125+26.8% |
| Admin fee / account holder | $72 | $83-13.3% | $14,680-99.5% | $79-9.4% |