Filed January 11, 2013
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS CO Service code 60 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Sub-TA Fees | $11,219 |
TRENDZ ADVISORS, INC.4+ years Service code 26 · EIN 20-4278363 265 BROOKVIEW CENTRE WAY · KNOXVILLE, TN 37919 | Advisory (Participants) | $10,596 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,591 | $44,473-31.2% | $76,518-60.0% | $55,725-45.1% |
| Participation rate | 98.5% | 51.0%+47.5pp | 68.0%+30.5pp | 70.9%+27.6pp |
| Annual return | -2.48% | -2.01%-0.5pp | -0.27%-2.2pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,004 | $1,101-8.8% | $2,647-62.1% | $2,078-51.7% |
| Participant deferral / active EE | $453 | $1,988-77.2% | $3,836-88.2% | $3,356-86.5% |
| Admin fee / account holder | $72 | $134-46.7% | $4,849-98.5% | $115-37.9% |