Filed October 24, 2014
| Provider | Service type | Compensation |
|---|---|---|
FDX ADVISORS, INC.3+ years Service code 28 · EIN 68-0129857 | Investment Management | $11,873 |
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 | $106,005 | $80,360+31.9% | $90,161+17.6% | $77,958+36.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 7.95% | 24.56%-16.6pp | 34.89%-26.9pp | 20.87%-12.9pp |
| Employer contribution / active EE | $1,908 | $2,326-18.0% | $3,318-42.5% | $2,310-17.4% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $5,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $9 | $64-86.2% | $5,943-99.9% | $97-90.9% |