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 |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $82,000 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $81,479 |
FINANCIAL TELESIS1+ years Service code 99 · EIN 68-0279977 | Other Fees | $6,833 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,717 | $38,315-27.7% | $80,004-65.4% | $69,651-60.2% |
| Participation rate | 20.6% | 43.0%-22.4pp | 73.0%-52.4pp | 66.6%-46.0pp |
| Annual return | 1.29% | -2.06%+3.3pp | 7.63%-6.3pp | 53.77%-52.5pp |
| Employer contribution / active EE | $228 | $783-70.9% | $2,473-90.8% | $2,241-89.8% |
| Participant deferral / active EE | $638 | $1,495-57.3% | $3,204-80.1% | $3,635-82.5% |
| Admin fee / account holder | $21 | $48-57.4% | $5,033-99.6% | $63-67.4% |