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 | $144,308 |
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 | $41,045 | $44,714-8.2% | $86,251-52.4% | $80,187-48.8% |
| Participation rate | 71.2% | 63.6%+7.6pp | 69.0%+2.2pp | 72.9%-1.7pp |
| Annual return | 12.11% | 19.62%-7.5pp | 1170.54%-1158.4pp | 40.40%-28.3pp |
| Employer contribution / active EE | $1,056 | $1,102-4.2% | $2,381-55.7% | $2,980-64.6% |
| Participant deferral / active EE | $1,983 | $2,773-28.5% | $3,987-50.2% | $5,016-60.5% |
| Admin fee / account holder | $39 | $134-70.5% | $6,857-99.4% | $145-72.8% |