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 | $131,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,785 | $48,166-7.0% | $96,583-53.6% | $93,010-51.8% |
| Participation rate | 68.0% | 65.1%+2.9pp | 69.8%-1.8pp | 73.9%-5.9pp |
| Annual return | 9.69% | 21.31%-11.6pp | 37.79%-28.1pp | 158.70%-149.0pp |
| Employer contribution / active EE | $939 | $1,070-12.3% | $2,357-60.2% | $2,705-65.3% |
| Participant deferral / active EE | $1,766 | $2,576-31.4% | $3,850-54.1% | $4,561-61.3% |
| Admin fee / account holder | $37 | $110-66.5% | $6,184-99.4% | $152-75.6% |