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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $603,378 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $572,872 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $75,000 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $67,500 |
ROPES & GRAY LLP1 year Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $5,490 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,004 | $89,433+148.2% | $115,756+91.8% | $89,433+148.2% |
| Participation rate | 97.5% | 71.3%+26.2pp | 77.1%+20.4pp | 71.3%+26.2pp |
| Annual return | -17.73% | -11.88%-5.8pp | 143.14%-160.9pp | -11.88%-5.8pp |
| Employer contribution / active EE | $7,363 | $3,021+143.7% | $3,793+94.1% | $3,021+143.7% |
| Participant deferral / active EE | $12,376 | $5,125+141.5% | $6,254+97.9% | $5,125+141.5% |
| Admin fee / account holder | $113 | $79+41.9% | $8,124-98.6% | $79+41.9% |