Filed January 22, 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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 100 NORTHFIELD DRIVE, #4A · WINDSOR, CT 06095 | Advisory (Plan) | $15,450 |
INCOME RESEARCH & MANAGEMENT2 years Service code 16 · EIN 04-2955404 | Consulting | $7,957 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $7,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 6.55% | 9.11%-2.6pp | 10.75%-4.2pp | 18.35%-11.8pp |
| Employer contribution / active EE | $17,178 | $16,122+6.5% | $35,170-51.2% | $14,669+17.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |