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 | $1,030,874 |
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $268,999 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $6,650 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,710 | $185,545-80.8% | $90,767-60.7% | $89,433-60.1% |
| Participation rate | 67.3% | 85.0%-17.7pp | 75.7%-8.4pp | 71.3%-4.0pp |
| Annual return | -16.11% | -13.56%-2.5pp | -12.16%-4.0pp | -11.88%-4.2pp |
| Employer contribution / active EE | $1,247 | $7,210-82.7% | $2,922-57.3% | $3,021-58.7% |
| Participant deferral / active EE | $0 | $9,550-100.0% | $4,565-100.0% | $5,125-100.0% |
| Admin fee / account holder | $36 | $100-64.1% | $8,445-99.6% | $79-54.7% |