Filed January 13, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $777,144 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,101 |
Filed as: ABD RETIREMENT SERVICES, INC Service code 16 · EIN 80-0833114 | Consulting | $82,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,192 | $64,975-32.0% | $97,295-54.6% | $106,553-58.5% |
| Participation rate | 24.8% | 45.4%-20.6pp | 72.7%-47.9pp | 69.8%-45.1pp |
| Annual return | 16.46% | 15.21%+1.3pp | 75.62%-59.2pp | 17.37%-0.9pp |
| Employer contribution / active EE | $334 | $1,126-70.4% | $2,723-87.7% | $3,359-90.1% |
| Participant deferral / active EE | $1,038 | $2,466-57.9% | $4,264-75.6% | $5,562-81.3% |
| Admin fee / account holder | $63 | $69-7.5% | $5,646-98.9% | $80-20.4% |