Filed August 2, 2012
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 15 · EIN 04-2647786 | Recordkeeping | $392,391 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,405 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $85,000 |
TROUTMAN SANDERS LLP3 years Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 16 · EIN 58-0946915 | Consulting | $66,703 |
A.C. EVANS LLC6 years Service code 10 · EIN 26-3421158 | Accounting | $19,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,301 | $153,784+3.6% | $105,624+50.8% | $99,313+60.4% |
| Participation rate | 96.7% | 92.3%+4.4pp | 75.3%+21.4pp | 71.7%+25.0pp |
| Annual return | 12.34% | 14.98%-2.6pp | 116.20%-103.9pp | 17.67%-5.3pp |
| Employer contribution / active EE | $6,890 | $5,293+30.2% | $3,168+117.5% | $3,264+111.1% |
| Participant deferral / active EE | $6,955 | $8,286-16.1% | $5,013+38.7% | $5,346+30.1% |
| Admin fee / account holder | $69 | $77-10.5% | $10,961-99.4% | $109-36.6% |