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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,695 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,153 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $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 | $65,062 | $113,699-42.8% | $70,492-7.7% | $93,223-30.2% |
| Participation rate | 86.2% | 77.8%+8.4pp | 75.1%+11.2pp | 74.9%+11.3pp |
| Annual return | 17.03% | 14.93%+2.1pp | 109.16%-92.1pp | 19.29%-2.3pp |
| Employer contribution / active EE | $3,186 | $3,991-20.2% | $2,738+16.4% | $2,680+18.9% |
| Participant deferral / active EE | $4,462 | $4,485-0.5% | $3,711+20.3% | $4,563-2.2% |
| Admin fee / account holder | $2 | $40-95.8% | $3,848-100.0% | $79-97.9% |