Filed April 16, 2008 (most recent of 4 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.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,792,600 |
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,062,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,056 | $430,560-27.1% | $98,920+217.5% | $106,273+195.5% |
| Participation rate | 98.5% | 86.2%+12.3pp | 76.0%+22.4pp | 70.8%+27.7pp |
| Annual return | 14.32% | 17.89%-3.6pp | 196.47%-182.2pp | 21.70%-7.4pp |
| Employer contribution / active EE | $13,572 | $6,804+99.5% | $2,689+404.6% | $2,722+398.5% |
| Participant deferral / active EE | $12,870 | $9,623+33.7% | $4,245+203.2% | $4,601+179.7% |
| Admin fee / account holder | $88 | $220-59.8% | $6,643-98.7% | $78+12.9% |