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 | $608,816 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,757 | $173,253-75.9% | $80,022-47.8% | $73,367-43.1% |
| Participation rate | 51.8% | 88.8%-37.1pp | 75.8%-24.1pp | 69.5%-17.7pp |
| Annual return | 2.94% | -2.12%+5.1pp | 11.22%-8.3pp | 173.45%-170.5pp |
| Employer contribution / active EE | $1,537 | $6,338-75.7% | $2,468-37.7% | $2,499-38.5% |
| Participant deferral / active EE | $0 | $8,893-100.0% | $3,686-100.0% | $4,033-100.0% |
| Admin fee / account holder | $32 | $90-64.3% | $6,521-99.5% | $68-53.1% |