Filed October 18, 2004 (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 CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $428,806 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,284 | $68,330-55.7% | $149,740-79.8% | $96,393-68.6% |
| Participation rate | 33.9% | 74.6%-40.7pp | 78.8%-44.9pp | 71.3%-37.4pp |
| Annual return | 15.99% | 29.64%-13.6pp | 134.51%-118.5pp | 22.88%-6.9pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,683-100.0% | $5,455-100.0% |
| Admin fee / account holder | $32 | $52-38.4% | $13,222-99.8% | $74-56.6% |