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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 400 SOUTHPOINTE BOULEVARD PLAZA I · CANONSBURG, PA 15317 | Advisory (Plan) | $193,748 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 17 · EIN 33-0818667 | Pension Consulting | $91,438 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 6525 MORRISON BOULEVARD, STE 500 · CHARLOTTE, NC 28211 | Accounting | $18,150 |
VERRILL DANA LLP1 year Service code 29 · EIN 01-0176171 | Legal | $11,894 |
SMITH ANDERSON BLOUNT2+ years Service code 29 · EIN 56-0402850 150 FAYETTEVILLE STREET · RALEIGH, NC 27601 | Legal | $5,786 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,246 | $89,609-2.6% | $392,568-77.8% | $89,609-2.6% |
| Participation rate | 88.0% | 69.6%+18.4pp | 78.1%+10.0pp | 69.6%+18.4pp |
| Annual return | 26.01% | 33.65%-7.6pp | 24.42%+1.6pp | 33.65%-7.6pp |
| Employer contribution / active EE | $3,485 | $2,584+34.9% | $3,783-7.9% | $2,584+34.9% |
| Participant deferral / active EE | $7,987 | $4,222+89.2% | $5,985+33.5% | $4,222+89.2% |
| Admin fee / account holder | $19 | $72-73.6% | $6,260-99.7% | $72-73.6% |