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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $183,554 |
Service code 10 · EIN 59-3331424 | Accounting | $62,610 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $19,750 |
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 | -$274,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $81,575 | $46,969+73.7% | $154,110-47.1% | $73,367+11.2% |
| Participation rate | 56.9% | 72.4%-15.5pp | 83.0%-26.1pp | 69.5%-12.6pp |
| Annual return | 18.52% | 821.68%-803.2pp | 735.22%-716.7pp | 173.45%-154.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $964 | $3,162-69.5% | $5,081-81.0% | $4,033-76.1% |
| Admin fee / account holder | $36 | $47-23.3% | $13,412-99.7% | $68-47.7% |