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 | $1,148,247 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $197,892 |
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 | $247,985 | $114,884+115.9% | $60,919+307.1% | $89,433+177.3% |
| Participation rate | 88.9% | 70.1%+18.9pp | 73.1%+15.8pp | 71.3%+17.7pp |
| Annual return | -15.18% | -13.42%-1.8pp | 16.98%-32.2pp | -11.88%-3.3pp |
| Employer contribution / active EE | $10,066 | $5,609+79.4% | $2,704+272.3% | $3,021+233.2% |
| Participant deferral / active EE | $11,777 | $4,846+143.0% | $3,814+208.8% | $5,125+129.8% |
| Admin fee / account holder | $37 | $37-0.7% | $3,226-98.9% | $79-53.4% |