Filed October 24, 2014
| Provider | Service type | Compensation |
|---|---|---|
FDX ADVISORS, INC.2+ years Service code 27 · EIN 68-0129857 | Advisory (Plan) | $51,164 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 6.77% | 5.90%+0.9pp | 3.99%+2.8pp | 7.18%-0.4pp |
| Employer contribution / active EE | $12,077 | $17,826-32.2% | $38,279-68.4% | $13,095-7.8% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |