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 | $875,638 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $400,738 |
TIAA8 years Service code 50 · EIN 13-1624203 | Direct Payment | $14,490 |
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 | $277,018 | $133,493+107.5% | $64,110+332.1% | $96,393+187.4% |
| Participation rate | 89.6% | 69.3%+20.2pp | 72.3%+17.2pp | 71.3%+18.3pp |
| Annual return | 17.62% | 17.06%+0.6pp | 33.75%-16.1pp | 22.88%-5.3pp |
| Employer contribution / active EE | $10,632 | $6,233+70.6% | $2,751+286.5% | $3,239+228.3% |
| Participant deferral / active EE | $12,512 | $5,097+145.5% | $3,883+222.3% | $5,455+129.4% |
| Admin fee / account holder | $32 | $34-6.8% | $3,071-99.0% | $74-56.7% |