Filed March 12, 2004 (most recent of 2 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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,399 |
CROWE LLP7 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $26,232 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,534 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $11,884 |
KING & SPALDING LLP8 years Service code 29 · EIN 58-0520153 | Legal | $6,323 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,505 | $90,064+122.6% | $100,415+99.7% | $77,762+157.8% |
| Participation rate | 70.6% | 81.3%-10.7pp | 81.5%-10.9pp | 70.6%0pp |
| Annual return | 13.72% | 20.61%-6.9pp | 49.47%-35.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $2,223 | $3,043-26.9% | $3,943-43.6% | $2,728-18.5% |
| Participant deferral / active EE | $6,581 | $8,282-20.5% | $8,091-18.7% | $4,651+41.5% |
| Admin fee / account holder | $188 | $172+9.1% | $7,906-97.6% | $433-56.6% |