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 CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $450,075 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $47,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $155,335 | $68,110+128.1% | $155,556-0.1% | $99,313+56.4% |
| Participation rate | 68.9% | 67.8%+1.1pp | 78.2%-9.3pp | 71.7%-2.8pp |
| Annual return | 16.47% | 16.16%+0.3pp | 64.84%-48.4pp | 17.67%-1.2pp |
| Employer contribution / active EE | $3,453 | $2,291+50.7% | $4,675-26.2% | $3,264+5.8% |
| Participant deferral / active EE | $6,463 | $3,865+67.2% | $5,631+14.8% | $5,346+20.9% |
| Admin fee / account holder | $58 | $94-38.2% | $15,885-99.6% | $109-46.8% |