Filed September 23, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,392 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,347 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $65,339 |
MCCARTER & ENGLISH1 year Filed as: MCCARTER & ENGLISH, LLP Service code 29 · EIN 22-1534652 | Legal | $15,277 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,195 | $100,573+99.1% | $97,411+105.5% | $100,573+99.1% |
| Participation rate | 96.6% | 70.9%+25.6pp | 80.4%+16.2pp | 70.9%+25.6pp |
| Annual return | 18.74% | 18.89%-0.1pp | 34.72%-16.0pp | 18.89%-0.1pp |
| Employer contribution / active EE | $4,627 | $3,763+23.0% | $4,210+9.9% | $3,763+23.0% |
| Participant deferral / active EE | $8,823 | $4,921+79.3% | $5,886+49.9% | $4,921+79.3% |
| Admin fee / account holder | $85 | $454-81.3% | $7,145-98.8% | $454-81.3% |