Filed June 29, 2017
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 28 | Investment Management | $120,883 |
ASCENSUS LLC5 years Filed as: ASCENSUS, INC. Service code 13 · EIN 82-3719843 | Contract Administrator | $11,800 |
PENSION ASSURANCE LLP10+ years Service code 13 · EIN 30-0840934 | Contract Administrator | $10,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,415-100.0% | $140,514-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 77.8%-77.8pp | 82.4%-82.4pp |
| Annual return | 5.96% | 13.85%-7.9pp | 14.36%-8.4pp | 202.70%-196.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |