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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $84,402 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $62,747 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,398 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $33,388 |
Filed as: TURNSTONE INC., DBA Service code 16 · EIN 06-1280433 | Consulting | $10,837 |
Filed as: BRIGHTHOUSE FINANCIAL Service code 28 BRIGHTHOUSE LIFE INSURANCE COMPANY · CHARLOTTE, NC 28277 | Investment Management | $7,450 |
Filed as: VOYA FINANCIAL PARTNERS Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,603 | $53,565+33.7% | $172,757-58.6% | $82,204-12.9% |
| Participation rate | 63.6% | 69.6%-6.0pp | 82.6%-19.0pp | 73.4%-9.8pp |
| Annual return | 26.30% | 31.42%-5.1pp | 803.06%-776.8pp | 26.31%0pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,144-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $26 | $61-58.1% | $13,956-99.8% | $76-66.0% |