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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $72,375 |
ABD RETIREMENT SERVICES INC2+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $41,000 |
FINANCIAL TELESIS2+ years Service code 16 · EIN 68-0279977 | Consulting | $20,500 |
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.
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 | $28,262 | $38,032-25.7% | $87,502-67.7% | $329,111-91.4% |
| Participation rate | 17.6% | 43.3%-25.7pp | 73.8%-56.3pp | 67.9%-50.3pp |
| Annual return | 8.54% | 7.09%+1.4pp | 12.21%-3.7pp | 16.35%-7.8pp |
| Employer contribution / active EE | $195 | $677-71.1% | $2,550-92.3% | $2,303-91.5% |
| Participant deferral / active EE | $542 | $1,260-57.0% | $3,149-82.8% | $3,682-85.3% |
| Admin fee / account holder | $16 | $50-68.4% | $4,221-99.6% | $754-97.9% |