Filed December 2, 2011 (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 CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $99,324 |
ATKINSON AND COMPANY, LTD1+ years Filed as: ATKINSON & CO LTD. Service code 10 · EIN 85-0211867 | Accounting | $21,413 |
Service code 29 · EIN 74-2850022 | Legal | $13,708 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $16,385 | $46,516-64.8% | $147,618-88.9% | $69,651-76.5% |
| Participation rate | 70.7% | 65.8%+4.9pp | 84.6%-13.9pp | 66.6%+4.1pp |
| Annual return | 0.18% | 9.48%-9.3pp | 61.98%-61.8pp | 53.77%-53.6pp |
| Employer contribution / active EE | $2,339 | $1,393+67.9% | $5,564-58.0% | $2,241+4.4% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $14 | $45-69.0% | $11,612-99.9% | $63-78.0% |