Filed June 14, 2016 (most recent of 4 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 CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $454,572 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,435 |
Form 5500 reported that benefits due were not provided when due.
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 | $140,079 | $59,312+136.2% | $149,740-6.5% | $103,657+35.1% |
| Participation rate | 70.7% | 70.3%+0.4pp | 78.8%-8.1pp | 73.4%-2.7pp |
| Annual return | 21.15% | 78.03%-56.9pp | 134.51%-113.4pp | 33.13%-12.0pp |
| Employer contribution / active EE | $3,400 | $2,187+55.5% | $4,821-29.5% | $3,216+5.7% |
| Participant deferral / active EE | $6,327 | $3,719+70.1% | $5,683+11.3% | $5,218+21.3% |
| Admin fee / account holder | $58 | $103-43.4% | $13,222-99.6% | $114-49.1% |