Filed April 18, 2016 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $606,602 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,902 |
Service code 10 · EIN 93-1238515 | Accounting | $56,250 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC. Service code 13 · EIN 58-1707262 | Contract Administrator | $270 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $185 |
Filed as: THE VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $129 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,401 | $68,110+56.2% | $155,534-31.6% | $99,314+7.1% |
| Participation rate | 89.2% | 67.8%+21.4pp | 78.2%+11.0pp | 71.7%+17.5pp |
| Annual return | 13.72% | 16.16%-2.4pp | 64.92%-51.2pp | 17.67%-3.9pp |
| Employer contribution / active EE | $4,549 | $2,291+98.6% | $4,675-2.7% | $3,264+39.4% |
| Participant deferral / active EE | $7,337 | $3,865+89.8% | $5,630+30.3% | $5,346+37.2% |
| Admin fee / account holder | $122 | $94+29.4% | $15,900-99.2% | $109+11.5% |