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 | $1,012,836 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $281,341 |
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 | $39,187 | $225,491-82.6% | $98,462-60.2% | $96,393-59.3% |
| Participation rate | 71.5% | 87.3%-15.9pp | 75.2%-3.7pp | 71.3%+0.2pp |
| Annual return | 17.24% | 19.53%-2.3pp | 21.20%-4.0pp | 22.88%-5.6pp |
| Employer contribution / active EE | $2,068 | $8,386-75.3% | $3,049-32.2% | $3,239-36.1% |
| Participant deferral / active EE | $0 | $10,872-100.0% | $4,738-100.0% | $5,455-100.0% |
| Admin fee / account holder | $35 | $87-59.6% | $8,875-99.6% | $74-52.4% |