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 LLC Service code 37 · EIN 04-2647786 | Loan Processing | $828,062 |
ABD RETIREMENT SERVICES INC9+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $82,000 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,852 |
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 | $38,128 | $57,458-33.6% | $95,763-60.2% | $96,393-60.4% |
| Participation rate | 24.5% | 47.9%-23.4pp | 72.3%-47.8pp | 71.3%-46.8pp |
| Annual return | 20.43% | 17.80%+2.6pp | 28.43%-8.0pp | 22.88%-2.4pp |
| Employer contribution / active EE | $336 | $1,155-70.9% | $2,836-88.1% | $3,239-89.6% |
| Participant deferral / active EE | $988 | $2,443-59.6% | $4,244-76.7% | $5,455-81.9% |
| Admin fee / account holder | $69 | $61+13.4% | $5,669-98.8% | $74-7.1% |