Filed September 28, 2006 (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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,447 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $56,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,895 |
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,872 | $53,204+50.1% | $155,556-48.7% | $200,096-60.1% |
| Participation rate | 93.3% | 64.1%+29.2pp | 78.2%+15.1pp | 72.0%+21.3pp |
| Annual return | 14.50% | 41.02%-26.5pp | 64.84%-50.3pp | 34.26%-19.8pp |
| Employer contribution / active EE | $2,030 | $1,850+9.7% | $4,675-56.6% | $3,038-33.2% |
| Participant deferral / active EE | $5,921 | $3,163+87.2% | $5,631+5.2% | $5,090+16.3% |
| Admin fee / account holder | $53 | $186-71.2% | $15,885-99.7% | $269-80.2% |