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.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,118,072 |
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,168,985 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $206,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,171 | $239,209+43.5% | $106,554+222.1% | $106,520+222.2% |
| Participation rate | 98.3% | 89.6%+8.7pp | 76.1%+22.1pp | 71.3%+27.0pp |
| Annual return | 14.30% | 17.49%-3.2pp | 26.80%-12.5pp | 19.28%-5.0pp |
| Employer contribution / active EE | $12,674 | $6,641+90.8% | $2,819+349.5% | $2,840+346.2% |
| Participant deferral / active EE | $12,571 | $9,673+30.0% | $4,398+185.8% | $4,948+154.1% |
| Admin fee / account holder | $108 | $95+13.9% | $7,408-98.5% | $75+45.2% |