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 | $46,422 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,775 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $8,550 |
FID INV INST OPS CO1 year Filed as: FID INV INSTITIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO5+ years Filed as: FID INV INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,895-100.0% | $102,460-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | -98.99% | 31.92%-130.9pp | 29.47%-128.5pp | 552.29%-651.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |