Filed January 4, 2002 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,364 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $15,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,793 | $84,993+37.4% | $129,995-10.2% | $80,160+45.7% |
| Participation rate | 12.1% | 79.5%-67.4pp | 78.5%-66.3pp | 72.9%-60.8pp |
| Annual return | 19.60% | 23.76%-4.2pp | -137.18%+156.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $30 | $3,051-99.0% | $4,320-99.3% | $2,978-99.0% |
| Participant deferral / active EE | $814 | $4,984-83.7% | $5,820-86.0% | $5,017-83.8% |
| Admin fee / account holder | $123 | $391-68.5% | $10,614-98.8% | $145-15.1% |