Filed October 24, 2014
| Provider | Service type | Compensation |
|---|---|---|
FDX ADVISORS, INC.2+ years Service code 28 · EIN 68-0129857 | Investment Management | $17,907 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,568 | $70,106+54.9% | $80,977+34.1% | $63,975+69.7% |
| Participation rate | 99.8% | 79.4%+20.4pp | 75.8%+24.0pp | 71.1%+28.7pp |
| Annual return | -3.50% | 13.93%-17.4pp | 17.11%-20.6pp | 48.65%-52.1pp |
| Employer contribution / active EE | $1,919 | $2,042-6.0% | $3,715-48.3% | $2,182-12.1% |
| Participant deferral / active EE | $0 | $5,245-100.0% | $5,696-100.0% | $3,356-100.0% |
| Admin fee / account holder | $14 | $57-75.8% | $5,517-99.8% | $70-80.4% |