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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,004 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $464 |
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 | $32,876 | $36,926-11.0% | $156,551-79.0% | $57,661-43.0% |
| Participation rate | 20.5% | 63.4%-42.9pp | 84.0%-63.5pp | 70.2%-49.7pp |
| Annual return | 5.99% | 12.38%-6.4pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $466 | $1,926-75.8% | $4,871-90.4% | $3,061-84.8% |
| Admin fee / account holder | $25 | $83-69.4% | $13,028-99.8% | $95-73.3% |