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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,227 |
FID INV INST OPS CO6 years Service code 37 · EIN 04-2647786 | Loan Processing | $33,105 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $12,652 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 PO BOX 7108 · TROY, MI 480077108 | Contract Administrator | $6,132 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,259 | $50,169+127.7% | $149,740-23.7% | $80,187+42.5% |
| Participation rate | 83.7% | 64.3%+19.4pp | 78.8%+4.9pp | 72.9%+10.7pp |
| Annual return | 14.78% | 29.82%-15.0pp | 134.51%-119.7pp | 40.40%-25.6pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $35 | $153-76.8% | $13,222-99.7% | $145-75.6% |