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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3 years Service code 16 · EIN 04-2955404 | Consulting | $77,780 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 100 NORTHFIELD DRIVE, #4A · WINDSOR, CT 06095 | Consulting | $32,066 |
Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $12,549 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -20.52% | -11.09%-9.4pp | -38.86%+18.3pp | -5.25%-15.3pp |
| Employer contribution / active EE | $22,878 | $16,800+36.2% | $37,756-39.4% | $15,161+50.9% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |