Filed September 11, 2012 (most recent of 2 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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $472,682 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $299,272 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $51,915 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,220 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $11,615 |
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 | $55,690 | $73,283-24.0% | $155,574-64.2% | $106,553-47.7% |
| Participation rate | 93.4% | 73.3%+20.1pp | 78.2%+15.2pp | 69.8%+23.5pp |
| Annual return | 22.56% | 15.76%+6.8pp | 64.87%-42.3pp | 17.37%+5.2pp |
| Employer contribution / active EE | $2,965 | $2,241+32.3% | $4,676-36.6% | $3,359-11.7% |
| Participant deferral / active EE | $5,651 | $4,567+23.7% | $5,629+0.4% | $5,562+1.6% |
| Admin fee / account holder | $37 | $56-33.3% | $15,914-99.8% | $80-53.2% |