Filed August 12, 2013 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,968 |
Filed as: ALVAREZ & MARSAL TAX, LLC Service code 16 · EIN 20-1157630 | Consulting | $40,212 |
COOK STREET CONSULTING10+ years Service code 26 · EIN 84-0854432 | Advisory (Participants) | $30,000 |
SHERMAN & HOWARD3 years Service code 29 · EIN 84-0420314 | Legal | $11,176 |
Filed as: MORGAN STANLEY INST INVESTMENT ADVI Service code 26 · EIN 11-3658445 | Advisory (Participants) | $10,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,345 | $79,169+265.5% | $100,415+188.1% | $74,478+288.5% |
| Participation rate | 87.7% | 79.4%+8.3pp | 81.5%+6.2pp | 67.2%+20.5pp |
| Annual return | 14.23% | 20.51%-6.3pp | 49.47%-35.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $15,658 | $3,017+419.0% | $3,943+297.1% | $2,626+496.2% |
| Participant deferral / active EE | $18,417 | $7,751+137.6% | $8,091+127.6% | $4,350+323.4% |
| Admin fee / account holder | $413 | $1,337-69.1% | $7,906-94.8% | $1,946-78.8% |