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 | $865,558 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,227 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $8,517 |
Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $8,420 |
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.
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.
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 | $42,434 | $201,404-78.9% | $93,621-54.7% | $89,609-52.6% |
| Participation rate | 66.9% | 87.5%-20.6pp | 75.8%-8.9pp | 69.6%-2.6pp |
| Annual return | 43.01% | 23.05%+20.0pp | 32.76%+10.2pp | 33.65%+9.4pp |
| Employer contribution / active EE | $0 | $6,528-100.0% | $2,719-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $9,208-100.0% | $4,070-100.0% | $4,222-100.0% |
| Admin fee / account holder | $34 | $89-62.4% | $7,890-99.6% | $72-53.1% |