Filed December 9, 2013
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 INV. INST. OPERATIONS CO. Service code 16 · EIN 04-2647786 | Consulting | $713,139 |
NEWPORT GROUP, INC.2 years Service code 16 · EIN 27-2037969 | Consulting | $45,883 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $13,200 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,286 | $41,203-70.2% | $61,373-80.0% | $89,394-86.3% |
| Participation rate | 14.2% | 35.4%-21.2pp | 52.6%-38.4pp | 71.3%-57.1pp |
| Annual return | -15.47% | -14.63%-0.8pp | 338.61%-354.1pp | -11.89%-3.6pp |
| Employer contribution / active EE | $64 | $603-89.3% | $1,159-94.4% | $3,022-97.9% |
| Participant deferral / active EE | $300 | $1,367-78.1% | $2,125-85.9% | $5,123-94.2% |
| Admin fee / account holder | $60 | $74-18.8% | $2,130-97.2% | $79-24.7% |