Filed November 7, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $44,000 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER, TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $12,078 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$129,250 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,562 | $39,859+578.8% | $78,677+243.9% | $57,661+369.2% |
| Participation rate | 97.5% | 66.1%+31.4pp | 73.6%+23.9pp | 70.2%+27.2pp |
| Annual return | 7.24% | 18.96%-11.7pp | 62.19%-55.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $7,109 | $1,786+298.1% | $2,850+149.4% | $1,974+260.2% |
| Participant deferral / active EE | $10,735 | $2,248+377.5% | $3,517+205.2% | $3,061+250.7% |
| Admin fee / account holder | $95 | $76+24.6% | $4,510-97.9% | $95+0.4% |