Filed October 29, 2012
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $659,581 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $47,745 |
CROWE LLP5+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $35,295 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $33,632 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $19,076 |
Filed as: FIDELITY INVESTMENTS INS OPS CO INC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,224 | $143,368-53.8% | $87,100-24.0% | $89,569-26.1% |
| Participation rate | 63.9% | 88.2%-24.3pp | 76.9%-12.9pp | 69.6%-5.6pp |
| Annual return | 35.09% | 28.55%+6.5pp | 28.19%+6.9pp | 34.56%+0.5pp |
| Employer contribution / active EE | $1,757 | $4,012-56.2% | $2,521-30.3% | $2,584-32.0% |
| Participant deferral / active EE | $2,888 | $7,129-59.5% | $4,049-28.7% | $4,220-31.6% |
| Admin fee / account holder | $51 | $61-16.7% | $7,497-99.3% | $72-29.2% |