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 | $799,621 |
ABD RETIREMENT SERVICES INC7+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $82,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,741 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,116 | $56,274-28.7% | $109,923-63.5% | $106,520-62.3% |
| Participation rate | 21.5% | 46.3%-24.7pp | 74.2%-52.7pp | 71.3%-49.8pp |
| Annual return | 17.65% | 27.85%-10.2pp | 29.46%-11.8pp | 19.28%-1.6pp |
| Employer contribution / active EE | $272 | $1,010-73.1% | $2,844-90.5% | $2,840-90.4% |
| Participant deferral / active EE | $823 | $1,973-58.3% | $4,048-79.7% | $4,948-83.4% |
| Admin fee / account holder | $66 | $57+16.5% | $6,070-98.9% | $75-10.8% |