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 | $985,444 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $232,637 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $5,250 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,106 | $239,209-80.7% | $106,554-56.7% | $106,520-56.7% |
| Participation rate | 69.3% | 89.6%-20.3pp | 76.1%-6.8pp | 71.3%-2.0pp |
| Annual return | 16.25% | 17.49%-1.2pp | 26.80%-10.6pp | 19.28%-3.0pp |
| Employer contribution / active EE | $0 | $6,641-100.0% | $2,819-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $9,673-100.0% | $4,398-100.0% | $4,948-100.0% |
| Admin fee / account holder | $35 | $95-62.7% | $7,408-99.5% | $75-52.5% |