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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $9,692 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,163 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,581 | $43,110-68.5% | $156,551-91.3% | $65,292-79.2% |
| Participation rate | 53.9% | 69.3%-15.5pp | 84.0%-30.2pp | 72.4%-18.6pp |
| Annual return | 7.09% | 11.24%-4.1pp | 32.23%-25.1pp | 11.84%-4.8pp |
| Employer contribution / active EE | $36 | $1,702-97.9% | $5,501-99.3% | $2,302-98.4% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $4 | $47-90.6% | $13,028-100.0% | $57-92.3% |