Filed October 7, 2010 (most recent of 6 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $456,347 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $383,911 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $21,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,406 | $49,270-13.9% | $156,551-72.9% | $329,111-87.1% |
| Participation rate | 88.9% | 68.1%+20.8pp | 84.0%+4.9pp | 67.9%+21.0pp |
| Annual return | 10.33% | 23.25%-12.9pp | 32.23%-21.9pp | 16.35%-6.0pp |
| Employer contribution / active EE | $1,133 | $1,534-26.1% | $5,501-79.4% | $2,303-50.8% |
| Participant deferral / active EE | $4,139 | $2,920+41.7% | $4,871-15.0% | $3,682+12.4% |
| Admin fee / account holder | $23 | $51-53.8% | $13,028-99.8% | $754-96.9% |