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 37 · EIN 04-2647786 | Loan Processing | $910,880 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $21,957 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $20,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,470 | $43,471+39.1% | $74,725-19.1% | $89,609-32.5% |
| Participation rate | 55.8% | 36.3%+19.5pp | 54.5%+1.3pp | 69.6%-13.8pp |
| Annual return | -0.99% | 24.97%-26.0pp | 753.24%-754.2pp | 33.65%-34.6pp |
| Employer contribution / active EE | $1,019 | $554+84.1% | $1,084-6.0% | $2,584-60.6% |
| Participant deferral / active EE | $2,731 | $1,177+132.1% | $1,961+39.3% | $4,222-35.3% |
| Admin fee / account holder | $57 | $74-23.0% | $3,335-98.3% | $72-20.6% |