Filed May 17, 2011
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $18,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,808 | $185,342-72.0% | $111,319-53.5% | $86,828-40.3% |
| Participation rate | 42.2% | 81.0%-38.7pp | 77.3%-35.1pp | 72.3%-30.1pp |
| Annual return | 10.92% | 500.80%-489.9pp | 54.68%-43.8pp | 97.95%-87.0pp |
| Employer contribution / active EE | $3,567 | $2,246+58.8% | $2,732+30.6% | $2,406+48.2% |
| Participant deferral / active EE | $1,400 | $4,458-68.6% | $4,488-68.8% | $4,132-66.1% |
| Admin fee / account holder | $87 | $255-66.0% | $7,966-98.9% | $170-48.7% |