Filed May 4, 2009 (most recent of 5 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 | $122,121 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,992 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $39,750 |
FIDUCIENT ADVISORS LLC1 year Service code 49 · EIN 36-4001764 | Other Services | $16,385 |
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 | $252,223 | $191,300+31.8% | $103,486+143.7% | $199,960+26.1% |
| Participation rate | 99.7% | 93.4%+6.3pp | 80.5%+19.1pp | 72.0%+27.7pp |
| Annual return | 14.12% | 15.75%-1.6pp | 23.93%-9.8pp | 34.28%-20.2pp |
| Employer contribution / active EE | $8,880 | $6,666+33.2% | $4,679+89.8% | $3,036+192.5% |
| Participant deferral / active EE | $10,900 | $10,452+4.3% | $6,628+64.4% | $5,087+114.3% |
| Admin fee / account holder | $143 | $115+24.0% | $9,354-98.5% | $269-47.0% |