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.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,029,221 |
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,095,211 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $165,000 |
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 | $281,328 | $185,545+51.6% | $90,767+209.9% | $89,433+214.6% |
| Participation rate | 98.8% | 85.0%+13.8pp | 75.7%+23.2pp | 71.3%+27.6pp |
| Annual return | -14.24% | -13.56%-0.7pp | -12.16%-2.1pp | -11.88%-2.4pp |
| Employer contribution / active EE | $14,538 | $7,210+101.6% | $2,922+397.5% | $3,021+381.3% |
| Participant deferral / active EE | $13,806 | $9,550+44.6% | $4,565+202.4% | $5,125+169.4% |
| Admin fee / account holder | $101 | $100+0.6% | $8,445-98.8% | $79+26.9% |