Filed May 6, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,497 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $139 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $16 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,952 | $91,937-52.2% | $59,899-26.6% | $68,904-36.2% |
| Participation rate | 81.2% | 74.4%+6.8pp | 74.7%+6.5pp | 74.1%+7.1pp |
| Annual return | -4.23% | -3.10%-1.1pp | 3.46%-7.7pp | 1.07%-5.3pp |
| Employer contribution / active EE | $3,282 | $4,347-24.5% | $2,723+20.5% | $2,540+29.2% |
| Participant deferral / active EE | $3,763 | $3,817-1.4% | $3,403+10.6% | $4,015-6.3% |
| Admin fee / account holder | $1 | $27-96.7% | $3,592-100.0% | $71-98.8% |