Filed December 20, 2013 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,846 |
DANA-FARBER CANCER INSTITUTE9+ years Service code 30 · EIN 04-2263040 | Employee (plan) | $44,710 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $32,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,540 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,125 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
Filed as: FIDELITY INV. INS. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,435 | $59,312+13.7% | $149,740-55.0% | $103,657-34.9% |
| Participation rate | 69.6% | 70.3%-0.7pp | 78.8%-9.2pp | 73.4%-3.8pp |
| Annual return | 19.73% | 78.03%-58.3pp | 134.51%-114.8pp | 33.13%-13.4pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $7,091 | $3,719+90.6% | $5,683+24.8% | $5,218+35.9% |
| Admin fee / account holder | $16 | $103-84.7% | $13,222-99.9% | $114-86.2% |