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 | $868,243 |
ABD RETIREMENT SERVICES INC8+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $82,000 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,464 |
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.
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 | $32,424 | $48,447-33.1% | $91,215-64.5% | $89,433-63.7% |
| Participation rate | 22.6% | 46.5%-23.9pp | 73.2%-50.6pp | 71.3%-48.7pp |
| Annual return | -16.74% | -13.16%-3.6pp | 114.15%-130.9pp | -11.88%-4.9pp |
| Employer contribution / active EE | $295 | $1,115-73.6% | $2,852-89.7% | $3,021-90.2% |
| Participant deferral / active EE | $901 | $2,235-59.7% | $4,234-78.7% | $5,125-82.4% |
| Admin fee / account holder | $69 | $61+13.6% | $5,424-98.7% | $79-12.8% |