Filed December 18, 2009
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 | Advisory (Plan) | $5,149 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 13-3473061 | Advisory (Plan) | $4,711 |
Filed as: FIDELITY INVESTMENTS INST. OP. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $644 |
DIAMOND HILL3 years Filed as: DH SMALL MID CAP I - DIAMOND HILL Service code 60 | Sub-TA Fees | $0 |
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 | $148,358 | $72,404+104.9% | $110,243+34.6% | $64,173+131.2% |
| Participation rate | 89.3% | 73.3%+16.0pp | 79.8%+9.5pp | 69.6%+19.8pp |
| Annual return | -3.39% | -6.29%+2.9pp | 314.76%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,571 | $2,282+56.5% | $3,827-6.7% | $2,381+50.0% |
| Participant deferral / active EE | $12,364 | $3,469+256.4% | $4,672+164.6% | $3,470+256.4% |
| Admin fee / account holder | $99 | $5,664-98.3% | $8,548-98.8% | $4,887-98.0% |