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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,872 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS,INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,216 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,057 | $52,303-55.9% | $178,510-87.1% | $73,415-68.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.73% | 34.76%-18.0pp | 151.13%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $45 | $127-64.8% | $13,988-99.7% | $158-71.6% |