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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $313,137 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $188,426 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $40,773 |
NIXON PEABODY LLP2 years Service code 29 · EIN 16-0764720 | Legal | $16,613 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,543 | $83,057-53.6% | $143,799-73.2% | $89,433-56.9% |
| Participation rate | 96.5% | 74.0%+22.4pp | 80.3%+16.2pp | 71.3%+25.2pp |
| Annual return | -18.06% | -13.97%-4.1pp | -0.04%-18.0pp | -11.88%-6.2pp |
| Employer contribution / active EE | $3,155 | $2,095+50.6% | $4,952-36.3% | $3,021+4.4% |
| Participant deferral / active EE | $6,265 | $4,281+46.4% | $5,638+11.1% | $5,125+22.2% |
| Admin fee / account holder | $32 | $83-62.0% | $14,677-99.8% | $79-60.2% |