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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $78,639 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $73,814 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,230 |
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $530 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $418,592 | $113,568+268.6% | $67,560+519.6% | $200,096+109.2% |
| Participation rate | 65.7% | 73.3%-7.6pp | 72.9%-7.2pp | 72.0%-6.3pp |
| Annual return | 12.28% | 15.88%-3.6pp | 3533.50%-3521.2pp | 34.26%-22.0pp |
| Employer contribution / active EE | $6,945 | $3,409+103.7% | $2,737+153.8% | $3,038+128.6% |
| Participant deferral / active EE | $7,822 | $4,163+87.9% | $4,004+95.3% | $5,090+53.7% |
| Admin fee / account holder | $55 | $102-46.6% | $3,994-98.6% | $269-79.7% |