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.4+ years Service code 27 · EIN 04-2654524 400 SOUTHPOINTE BOULEVARD PLAZA I · CANONSBURG, PA 15317 | Advisory (Plan) | $335,179 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $125,000 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 6525 MORRISON BOULEVARD, STE 500 · CHARLOTTE, NC 28211 | Accounting | $27,160 |
VERRILL DANA LLP3 years Service code 29 · EIN 01-0176171 | Legal | $11,895 |
SMITH ANDERSON BLOUNT4+ years Service code 29 · EIN 56-0402850 150 FAYETTEVILLE STREET · RALEIGH, NC 27601 | Legal | $6,361 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,258 | $106,520-4.0% | $453,369-77.4% | $106,520-4.0% |
| Participation rate | 88.8% | 71.3%+17.5pp | 78.0%+10.8pp | 71.3%+17.5pp |
| Annual return | 17.88% | 19.28%-1.4pp | 64.40%-46.5pp | 19.28%-1.4pp |
| Employer contribution / active EE | $3,341 | $2,840+17.6% | $4,070-17.9% | $2,840+17.6% |
| Participant deferral / active EE | $8,232 | $4,948+66.4% | $6,209+32.6% | $4,948+66.4% |
| Admin fee / account holder | $28 | $75-62.4% | $11,209-99.8% | $75-62.4% |