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 64 · EIN 04-2647786 | Recordkeeping Fees | $313,898 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,780 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 60 | Sub-TA Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,674 | $73,283-82.7% | $155,556-91.9% | $106,553-88.1% |
| Participation rate | 53.6% | 73.3%-19.6pp | 78.2%-24.6pp | 69.8%-16.2pp |
| Annual return | 13.20% | 15.76%-2.6pp | 64.84%-51.6pp | 17.37%-4.2pp |
| Employer contribution / active EE | $1,511 | $2,241-32.6% | $4,675-67.7% | $3,359-55.0% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $26 | $56-52.9% | $15,885-99.8% | $80-67.0% |