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 | $1,275,377 |
Service code 37 · EIN 04-2647786 | Loan Processing | $142,473 |
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $117,275 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $69,754 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES Service code 27 · EIN 75-1680350 | Advisory (Plan) | $55,512 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,106 | $89,569+48.6% | $76,817+73.3% | $89,569+48.6% |
| Participation rate | 98.5% | 69.6%+29.0pp | 72.1%+26.5pp | 69.6%+29.0pp |
| Annual return | 22.57% | 34.56%-12.0pp | 1166.11%-1143.5pp | 34.56%-12.0pp |
| Employer contribution / active EE | $4,998 | $2,584+93.4% | $2,302+117.1% | $2,584+93.4% |
| Participant deferral / active EE | $8,192 | $4,220+94.1% | $3,336+145.6% | $4,220+94.1% |
| Admin fee / account holder | $89 | $72+24.4% | $6,420-98.6% | $72+24.4% |