Filed November 24, 2009 (most recent of 7 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 INSTITUTIONAL OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $1,450,593 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,803 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,997 | $141,493+112.0% | $75,728+296.2% | $106,520+181.6% |
| Participation rate | 81.3% | 65.2%+16.1pp | 74.8%+6.4pp | 71.3%+9.9pp |
| Annual return | 13.61% | 15.80%-2.2pp | 104.66%-91.1pp | 19.28%-5.7pp |
| Employer contribution / active EE | $8,904 | $4,166+113.7% | $2,743+224.6% | $2,840+213.5% |
| Participant deferral / active EE | $10,446 | $4,740+120.4% | $3,820+173.4% | $4,948+111.1% |
| Admin fee / account holder | $39 | $40-3.7% | $3,620-98.9% | $75-47.8% |