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 INV INST OPS CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $588,206 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,986 |
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.
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 | $50,619 | $187,373-73.0% | $91,004-44.4% | $80,976-37.5% |
| Participation rate | 58.8% | 87.5%-28.7pp | 75.6%-16.9pp | 68.3%-9.5pp |
| Annual return | 16.39% | 16.95%-0.6pp | 4.60%+11.8pp | 22.91%-6.5pp |
| Employer contribution / active EE | $1,272 | $5,838-78.2% | $2,456-48.2% | $2,402-47.0% |
| Participant deferral / active EE | $0 | $8,375-100.0% | $3,548-100.0% | $3,848-100.0% |
| Admin fee / account holder | $35 | $91-61.3% | $5,417-99.3% | $67-47.6% |