Filed March 31, 2008 (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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $890,616 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $629,223 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $73,356 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $67,500 |
Service code 16 · EIN 53-0181291 | Consulting | $66,818 |
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 | $296,972 | $106,520+178.8% | $453,569-34.5% | $106,520+178.8% |
| Participation rate | 91.7% | 71.3%+20.4pp | 78.0%+13.7pp | 71.3%+20.4pp |
| Annual return | 16.03% | 19.28%-3.3pp | 64.43%-48.4pp | 19.28%-3.3pp |
| Employer contribution / active EE | $7,358 | $2,840+159.1% | $4,072+80.7% | $2,840+159.1% |
| Participant deferral / active EE | $11,999 | $4,948+142.5% | $6,211+93.2% | $4,948+142.5% |
| Admin fee / account holder | $139 | $75+86.5% | $11,214-98.8% | $75+86.5% |