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 INC Service code 37 · EIN 04-2647786 | Loan Processing | $833,306 |
ABD RETIREMENT SERVICES INC6+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $82,000 |
Filed as: ABD Service code 16 · EIN 80-0833113 | Consulting | $20,500 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,071 | $49,890-25.7% | $104,656-64.6% | $106,273-65.1% |
| Participation rate | 21.2% | 45.0%-23.8pp | 74.1%-52.8pp | 70.8%-49.6pp |
| Annual return | 18.31% | 18.07%+0.2pp | 340.70%-322.4pp | 21.70%-3.4pp |
| Employer contribution / active EE | $250 | $809-69.1% | $2,682-90.7% | $2,722-90.8% |
| Participant deferral / active EE | $703 | $1,699-58.6% | $3,738-81.2% | $4,601-84.7% |
| Admin fee / account holder | $78 | $56+38.1% | $6,466-98.8% | $78-0.8% |