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 CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $115,882 |
Service code 28 · EIN 71-0294708 | Investment Management | $77,908 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,517 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $9,743 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L.C Service code 16 · EIN 36-4001764 | Consulting | $8,687 |
Filed as: BRIGHTHOUSE FINANCIAL Service code 28 BRIGHTHOUSE LIFE INSURANCE COMPANY · CHARLOTTE, NC 28277 | Investment Management | $7,097 |
SOUNDHILL GRAPHICS1 year Filed as: SOUNDHILL GRAPHICS DBA ALPHAGRAPHIC Service code 16 · EIN 83-2657094 | Consulting | $5,104 |
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 | $83,219 | $63,259+31.6% | $178,510-53.4% | $93,223-10.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 14.09% | 19.93%-5.8pp | 151.13%-137.0pp | 19.29%-5.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $33 | $58-43.9% | $13,988-99.8% | $79-58.9% |