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 | $181,718 |
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 | $46,313 | $48,744-5.0% | $93,727-50.6% | $200,096-76.9% |
| Participation rate | 72.8% | 63.7%+9.1pp | 68.7%+4.1pp | 72.0%+0.8pp |
| Annual return | 9.30% | 15.36%-6.1pp | 133.83%-124.5pp | 34.26%-25.0pp |
| Employer contribution / active EE | $1,113 | $1,140-2.4% | $2,421-54.0% | $3,038-63.4% |
| Participant deferral / active EE | $2,085 | $2,825-26.2% | $4,417-52.8% | $5,090-59.0% |
| Admin fee / account holder | $51 | $195-74.0% | $8,292-99.4% | $269-81.1% |