Filed May 28, 2008
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $142,921 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,257 |
FID INV INST OPS CO5+ years Filed as: FID INV INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,612 | $105,173-59.5% | $87,102-51.1% | $77,775-45.2% |
| Participation rate | 52.7% | 85.8%-33.0pp | 76.9%-24.1pp | 73.2%-20.5pp |
| Annual return | -22.80% | 24.52%-47.3pp | 28.19%-51.0pp | 32.58%-55.4pp |
| Employer contribution / active EE | $675 | $2,890-76.6% | $2,521-73.2% | $2,504-73.0% |
| Participant deferral / active EE | $2,609 | $5,048-48.3% | $4,048-35.6% | $3,966-34.2% |
| Admin fee / account holder | $65 | $105-37.9% | $7,493-99.1% | $100-35.1% |