Filed May 6, 2011 (most recent of 2 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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,322 |
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING A DIVISION OF SEG Service code 16 · EIN 13-1835864 | Consulting | $9,630 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $953 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,552 | $120,057-38.7% | $75,728-2.9% | $93,010-20.9% |
| Participation rate | 91.6% | 77.3%+14.3pp | 74.8%+16.8pp | 73.9%+17.7pp |
| Annual return | 14.96% | 19.62%-4.7pp | 104.66%-89.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $3,905 | $3,253+20.0% | $2,743+42.3% | $2,705+44.3% |
| Participant deferral / active EE | $5,172 | $4,089+26.5% | $3,820+35.4% | $4,561+13.4% |
| Admin fee / account holder | $3 | $81-96.2% | $3,620-99.9% | $152-97.9% |