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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,348 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,951 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,317 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,907 | $95,445-36.2% | $60,9190% | $78,104-22.0% |
| Participation rate | 92.0% | 72.5%+19.5pp | 73.1%+18.9pp | 74.5%+17.5pp |
| Annual return | -14.53% | -12.21%-2.3pp | 16.98%-31.5pp | 10.90%-25.4pp |
| Employer contribution / active EE | $4,517 | $3,900+15.8% | $2,704+67.1% | $3,128+44.4% |
| Participant deferral / active EE | $5,324 | $4,558+16.8% | $3,814+39.6% | $5,089+4.6% |
| Admin fee / account holder | $5 | $46-89.5% | $3,226-99.9% | $79-93.9% |