Filed September 20, 2011
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.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,385 |
TRAYNOR CAPITAL MANAGEMENT9 years Service code 16 · EIN 26-2115437 | Consulting | $48,620 |
Filed as: CARY STREET PARTNERS Service code 16 · EIN 26-0070474 | Consulting | $44,739 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $30,364 |
MERCER1 year Service code 16 · EIN 36-2668272 | Consulting | $16,600 |
Filed as: COPELAND CAPITAL MANAGEMENT Service code 16 · EIN 20-3145515 | Consulting | $11,645 |
Filed as: FIDELITY INVESTMENTS INS. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | -$181,834 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,827 | $106,264+383.5% | $147,117+249.3% | $77,762+560.8% |
| Participation rate | 89.3% | 78.4%+10.8pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 12.16% | 56.94%-44.8pp | 420.54%-408.4pp | 31.27%-19.1pp |
| Employer contribution / active EE | $26,480 | $4,074+550.0% | $4,932+436.9% | $2,728+870.7% |
| Participant deferral / active EE | $6,681 | $8,003-16.5% | $8,065-17.2% | $4,651+43.6% |
| Admin fee / account holder | $37 | $334-88.9% | $12,993-99.7% | $433-91.5% |