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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $3,864,420 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $78,449 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,922 | $57,150+90.6% | $93,727+16.2% | $106,553+2.2% |
| Participation rate | 43.9% | 49.1%-5.2pp | 68.7%-24.8pp | 69.8%-26.0pp |
| Annual return | 14.15% | 15.81%-1.7pp | 133.83%-119.7pp | 17.37%-3.2pp |
| Employer contribution / active EE | $1,067 | $1,015+5.1% | $2,421-55.9% | $3,359-68.2% |
| Participant deferral / active EE | $2,228 | $1,853+20.3% | $4,417-49.6% | $5,562-59.9% |
| Admin fee / account holder | $30 | $64-54.1% | $8,292-99.6% | $80-62.9% |