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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $4,170,353 |
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 | $97,295 | $53,531+81.8% | $86,251+12.8% | $96,393+0.9% |
| Participation rate | 42.5% | 53.4%-10.9pp | 69.0%-26.4pp | 71.3%-28.7pp |
| Annual return | 19.62% | 20.51%-0.9pp | 1170.54%-1150.9pp | 22.88%-3.3pp |
| Employer contribution / active EE | $972 | $1,158-16.1% | $2,381-59.2% | $3,239-70.0% |
| Participant deferral / active EE | $2,076 | $1,965+5.6% | $3,987-47.9% | $5,455-62.0% |
| Admin fee / account holder | $30 | $55-45.6% | $6,857-99.6% | $74-59.2% |