Filed June 8, 2009 (most recent of 3 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 INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $276,734 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,168 |
Service code 60 | Sub-TA Fees | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $49,682 | $169,122-70.6% | $78,002-36.3% | $329,111-84.9% |
| Participation rate | 55.9% | 88.4%-32.4pp | 75.5%-19.6pp | 67.9%-11.9pp |
| Annual return | 8.35% | 11.00%-2.6pp | 425.99%-417.6pp | 16.35%-8.0pp |
| Employer contribution / active EE | $1,270 | $5,827-78.2% | $2,470-48.6% | $2,303-44.9% |
| Participant deferral / active EE | $0 | $8,046-100.0% | $3,497-100.0% | $3,682-100.0% |
| Admin fee / account holder | $20 | $83-75.2% | $5,481-99.6% | $754-97.3% |