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.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,293 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,321 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,798 | $37,039-65.4% | $147,618-91.3% | $59,188-78.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 18.00% | 7.19%+10.8pp | 61.98%-44.0pp | 5.51%+12.5pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $1 | $60-97.9% | $11,612-100.0% | $92-98.6% |