Filed January 13, 2016 (most recent of 3 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 CO7+ years Filed as: FID. INV. INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $195,890 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,875 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $37,500 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $16,700 |
FID INV INST OPS CO2 years Filed as: FID INV. INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO7+ years Filed as: FID. INV. INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,062 | $144,879-17.8% | $111,319+7.0% | $93,010+28.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 77.3%-77.3pp | 73.9%-73.9pp |
| Annual return | 19.75% | 18.11%+1.6pp | 54.68%-34.9pp | 158.70%-139.0pp |
| Employer contribution / active EE | $4,624 | $3,052+51.5% | $2,732+69.3% | $2,705+70.9% |
| Participant deferral / active EE | $9,737 | $5,576+74.6% | $4,488+117.0% | $4,561+113.5% |
| Admin fee / account holder | $83 | $104-20.1% | $7,966-99.0% | $152-45.4% |