Filed August 7, 2013 (most recent of 8 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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $5,129,260 |
Service code 28 · EIN 22-3734996 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,730 | $55,785+84.2% | $96,583+6.4% | $106,520-3.6% |
| Participation rate | 42.8% | 53.4%-10.6pp | 69.8%-27.0pp | 71.3%-28.5pp |
| Annual return | 15.45% | 17.66%-2.2pp | 37.79%-22.3pp | 19.28%-3.8pp |
| Employer contribution / active EE | $998 | $1,042-4.2% | $2,357-57.7% | $2,840-64.9% |
| Participant deferral / active EE | $1,979 | $1,782+11.0% | $3,850-48.6% | $4,948-60.0% |
| Admin fee / account holder | $36 | $59-37.8% | $6,184-99.4% | $75-51.0% |