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.5 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,170,913 |
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $374,612 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $165,750 |
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 | $321,357 | $225,491+42.5% | $98,462+226.4% | $96,393+233.4% |
| Participation rate | 98.9% | 87.3%+11.6pp | 75.2%+23.8pp | 71.3%+27.7pp |
| Annual return | 17.15% | 19.53%-2.4pp | 21.20%-4.0pp | 22.88%-5.7pp |
| Employer contribution / active EE | $14,731 | $8,386+75.6% | $3,049+383.1% | $3,239+354.9% |
| Participant deferral / active EE | $14,225 | $10,872+30.8% | $4,738+200.2% | $5,455+160.8% |
| Admin fee / account holder | $84 | $87-3.1% | $8,875-99.0% | $74+14.1% |