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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 400 SOUTHPOINTE BOULEVARD PLAZA I · CANONSBURG, PA 15317 | Advisory (Plan) | $190,902 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $119,560 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 17 · EIN 33-0818667 | Pension Consulting | $100,000 |
VERRILL DANA LLP2 years Service code 29 · EIN 01-0176171 | Legal | $11,566 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 6525 MORRISON BOULEVARD, STE 500 · CHARLOTTE, NC 28211 | Accounting | $10,800 |
SMITH ANDERSON BLOUNT3+ years Service code 29 · EIN 56-0402850 150 FAYETTEVILLE STREET · RALEIGH, NC 27601 | Legal | $6,298 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,934 | $106,273-7.8% | $379,746-74.2% | $106,273-7.8% |
| Participation rate | 88.7% | 70.8%+17.9pp | 78.4%+10.3pp | 70.8%+17.9pp |
| Annual return | 19.85% | 21.70%-1.9pp | 34.90%-15.1pp | 21.70%-1.9pp |
| Employer contribution / active EE | $2,885 | $2,722+6.0% | $3,540-18.5% | $2,722+6.0% |
| Participant deferral / active EE | $8,031 | $4,601+74.5% | $6,024+33.3% | $4,601+74.5% |
| Admin fee / account holder | $18 | $78-77.7% | $7,927-99.8% | $78-77.7% |