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.5+ years Service code 27 · EIN 04-2654524 400 SOUTHPOINTE BOULEVARD PLAZA I · CANONSBURG, PA 15317 | Advisory (Plan) | $476,288 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 800 NORTH GLEBE ROAD FL 10 · ARLINGTON, VA 22203 | Consulting | $100,000 |
VERRILL DANA LLP4 years Service code 16 · EIN 01-0176171 ONE PORTLAND SQUARE, UNION ST · PORTLAND, ME 04101 | Consulting | $97,743 |
RSM US LLP1 year Filed as: MCGLADREY & PULLEN Service code 16 3120 WELLONS BLVD · NEW BERN, NC 28562 | Consulting | $55,278 |
FORVIS, LLP1 year Service code 10 · EIN 56-0747981 6525 MORRISON BOULEVARD, STE 500 · CHARLOTTE, NC 28211 | Accounting | $50,285 |
SMITH ANDERSON BLOUNT5+ years Service code 29 · EIN 56-0402850 150 FAYETTEVILLE STREET · RALEIGH, NC 27601 | Legal | $8,151 |
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 | $78,495 | $89,433-12.2% | $115,756-32.2% | $89,433-12.2% |
| Participation rate | 90.2% | 71.3%+18.9pp | 77.1%+13.1pp | 71.3%+18.9pp |
| Annual return | -11.64% | -11.88%+0.2pp | 143.14%-154.8pp | -11.88%+0.2pp |
| Employer contribution / active EE | $3,561 | $3,021+17.9% | $3,793-6.1% | $3,021+17.9% |
| Participant deferral / active EE | $8,328 | $5,125+62.5% | $6,254+33.2% | $5,125+62.5% |
| Admin fee / account holder | $21 | $79-72.9% | $8,124-99.7% | $79-72.9% |