Filed November 29, 2012 (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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $702,038 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $182,650 |
Service code 16 · EIN 04-3638035 | Consulting | $33,724 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $17,500 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $13,711 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,732 | $153,507-53.3% | $106,554-32.7% | $101,555-29.4% |
| Participation rate | 75.3% | 86.3%-11.0pp | 76.1%-0.8pp | 74.5%+0.8pp |
| Annual return | 16.44% | 15.11%+1.3pp | 26.80%-10.4pp | 21.00%-4.6pp |
| Employer contribution / active EE | $1,378 | $4,668-70.5% | $2,819-51.1% | $2,972-53.6% |
| Participant deferral / active EE | $3,145 | $7,264-56.7% | $4,398-28.5% | $4,874-35.5% |
| Admin fee / account holder | $98 | $74+33.2% | $7,408-98.7% | $139-29.7% |