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 & MANAGEMENT4 years Service code 16 · EIN 04-2955404 | Consulting | $25,973 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 100 NORTHFIELD DRIVE, #4A · WINDSOR, CT 06095 | Consulting | $24,586 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $11,609 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $5,200 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 6.03% | 34.49%-28.5pp | 32.33%-26.3pp | 24.44%-18.4pp |
| Employer contribution / active EE | $0 | $36,004-100.0% | $33,964-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |