Filed October 24, 2014
| Provider | Service type | Compensation |
|---|---|---|
FDX ADVISORS, INC.1+ years Service code 28 · EIN 68-0129857 | Investment Management | $12,554 |
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 | $124,471 | $68,092+82.8% | $73,309+69.8% | $59,188+110.3% |
| Participation rate | 99.7% | 78.1%+21.7pp | 74.9%+24.8pp | 69.4%+30.3pp |
| Annual return | 3.01% | 5.93%-2.9pp | 5.67%-2.7pp | 5.51%-2.5pp |
| Employer contribution / active EE | $1,959 | $2,018-2.9% | $3,237-39.5% | $2,098-6.6% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $4,991-100.0% | $3,265-100.0% |
| Admin fee / account holder | $10 | $630-98.4% | $5,635-99.8% | $92-89.0% |