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 | $835,252 |
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $257,267 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $5,250 |
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 | $41,705 | $244,991-83.0% | $105,624-60.5% | $106,553-60.9% |
| Participation rate | 75.3% | 88.4%-13.1pp | 75.3%0pp | 69.8%+5.5pp |
| Annual return | 13.61% | 13.48%+0.1pp | 116.20%-102.6pp | 17.37%-3.8pp |
| Employer contribution / active EE | $2,176 | $8,816-75.3% | $3,168-31.3% | $3,359-35.2% |
| Participant deferral / active EE | $0 | $11,442-100.0% | $5,013-100.0% | $5,562-100.0% |
| Admin fee / account holder | $30 | $88-66.0% | $10,961-99.7% | $80-62.5% |