Filed June 28, 2011 (most recent of 5 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 |
|---|---|---|
Filed as: FIDELITY INVSTS INSTL OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $175,446 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,573 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,250 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $17,136 |
SAPERS AND WALLACK8+ years Service code 27 · EIN 04-2319659 | Advisory (Plan) | $9,250 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,425 |
Filed as: FIDELITY INVTSTS INSTL OPER CO, INC Service code 60 | Sub-TA Fees | $0 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,244 | $45,000+78.3% | $143,801-44.2% | $77,906+3.0% |
| Participation rate | 94.2% | 66.8%+27.3pp | 80.3%+13.8pp | 73.7%+20.5pp |
| Annual return | -17.75% | 29.03%-46.8pp | -0.04%-17.7pp | 12.16%-29.9pp |
| Employer contribution / active EE | $2,817 | $1,870+50.7% | $4,952-43.1% | $2,846-1.0% |
| Participant deferral / active EE | $9,976 | $3,157+216.0% | $5,639+76.9% | $4,805+107.6% |
| Admin fee / account holder | $50 | $98-49.7% | $14,680-99.7% | $133-62.6% |