Filed September 11, 2012 (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) | $115,006 |
Service code 10 · EIN 59-3331424 | Accounting | $62,601 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $23,050 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 37 · EIN 04-2647786 | Loan Processing | -$245,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,816 | $53,684+35.6% | $170,435-57.3% | $80,976-10.1% |
| Participation rate | 51.7% | 69.2%-17.5pp | 83.6%-31.9pp | 68.3%-16.5pp |
| Annual return | 20.24% | 25.97%-5.7pp | 205.94%-185.7pp | 22.91%-2.7pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $2,874 | $3,017-4.7% | $4,939-41.8% | $3,848-25.3% |
| Admin fee / account holder | $29 | $46-38.3% | $13,881-99.8% | $67-57.6% |