Filed March 10, 2009 (most recent of 3 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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $296,056 |
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $36,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,616 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $11,346 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES Service code 27 · EIN 75-1680350 | Advisory (Plan) | $8,817 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $319,292 | $55,790+472.3% | $76,667+316.5% | $67,584+372.4% |
| Participation rate | 98.5% | 71.1%+27.4pp | 72.1%+26.4pp | 71.3%+27.2pp |
| Annual return | 16.49% | 64.45%-48.0pp | 1166.74%-1150.2pp | 378.59%-362.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,303-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $11,964 | $2,875+316.1% | $3,336+258.6% | $3,540+238.0% |
| Admin fee / account holder | $142 | $159-10.6% | $6,423-97.8% | $1420% |