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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,269 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,707 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $16 |
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 | $56,468 | $109,303-48.3% | $69,480-18.7% | $82,204-31.3% |
| Participation rate | 81.7% | 74.9%+6.8pp | 74.6%+7.1pp | 73.4%+8.3pp |
| Annual return | 23.63% | 20.08%+3.5pp | 28.99%-5.4pp | 26.31%-2.7pp |
| Employer contribution / active EE | $3,349 | $5,149-35.0% | $2,780+20.5% | $2,707+23.7% |
| Participant deferral / active EE | $3,808 | $4,210-9.5% | $3,537+7.7% | $4,246-10.3% |
| Admin fee / account holder | $2 | $29-94.6% | $3,840-100.0% | $76-97.9% |