Filed February 26, 2007 (most recent of 4 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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $838,915 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 400 SOUTHPOINTE BOULEVARD PLAZA I · CANONSBURG, PA 15317 | Advisory (Plan) | $558,614 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 800 NORTH GLEBE ROAD FL 10 · ARLINGTON, VA 22203 | Consulting | $142,546 |
RSM US LLP3 years Filed as: MCGLADREY & PULLEN Service code 16 31020 WELLONS BLVD · NEW BERN, NC 28562 | Consulting | $127,754 |
VERRILL DANA LLP6 years Service code 16 · EIN 01-0176171 ONE PORTLAND SQUARE, UNION ST · PORTLAND, ME 04101 | Consulting | $60,047 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 6525 MORRISON BOULEVARD, STE 500 · CHARLOTTE, NC 28211 | Accounting | $27,221 |
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 | $111,419 | $106,553+4.6% | $133,698-16.7% | $106,553+4.6% |
| Participation rate | 93.5% | 69.8%+23.7pp | 76.4%+17.1pp | 69.8%+23.7pp |
| Annual return | 16.15% | 17.37%-1.2pp | 580.90%-564.7pp | 17.37%-1.2pp |
| Employer contribution / active EE | $4,207 | $3,359+25.3% | $4,218-0.2% | $3,359+25.3% |
| Participant deferral / active EE | $10,180 | $5,562+83.0% | $7,016+45.1% | $5,562+83.0% |
| Admin fee / account holder | $55 | $80-31.1% | $6,703-99.2% | $80-31.1% |