Filed September 27, 2013 (most recent of 3 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 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,163,076 |
Filed as: FIDELITY INV. INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $386,290 |
VERRILL DANA LLP4+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $21,779 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,203 | $104,281+21.0% | $140,019-9.9% | $68,904+83.2% |
| Participation rate | 96.5% | 89.1%+7.4pp | 87.5%+9.0pp | 74.1%+22.4pp |
| Annual return | -5.92% | -1.33%-4.6pp | 651.19%-657.1pp | 1.07%-7.0pp |
| Employer contribution / active EE | $6,635 | $4,070+63.0% | $5,605+18.4% | $2,540+161.2% |
| Participant deferral / active EE | $5,454 | $6,129-11.0% | $6,927-21.3% | $4,015+35.8% |
| Admin fee / account holder | $135 | $79+70.9% | $10,705-98.7% | $71+88.7% |