Filed July 21, 2014
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 INVEST INSTITUTIONAL OPPS Service code 37 · EIN 04-2647786 | Loan Processing | $75,383 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $14,673 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,660 |
Filed as: FIDELITY INVST INSTITUTIONAL OPER Service code 60 | Sub-TA Fees | $0 |
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 | $158,034 | $204,517-22.7% | $69,480+127.5% | $77,775+103.2% |
| Participation rate | 72.0% | 74.6%-2.6pp | 74.6%-2.6pp | 73.2%-1.2pp |
| Annual return | 19.33% | 22.10%-2.8pp | 28.99%-9.7pp | 32.58%-13.2pp |
| Employer contribution / active EE | $6,596 | $3,548+85.9% | $2,780+137.3% | $2,504+163.4% |
| Participant deferral / active EE | $5,918 | $3,478+70.1% | $3,537+67.3% | $3,966+49.2% |
| Admin fee / account holder | $53 | $101-46.9% | $3,840-98.6% | $100-46.6% |