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.6 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,433,051 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $169,000 |
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $72,062 |
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 | $361,565 | $244,991+47.6% | $105,624+242.3% | $106,553+239.3% |
| Participation rate | 98.8% | 88.4%+10.4pp | 75.3%+23.5pp | 69.8%+29.0pp |
| Annual return | 12.64% | 13.48%-0.8pp | 116.20%-103.6pp | 17.37%-4.7pp |
| Employer contribution / active EE | $14,680 | $8,816+66.5% | $3,168+363.4% | $3,359+337.1% |
| Participant deferral / active EE | $15,147 | $11,442+32.4% | $5,013+202.2% | $5,562+172.3% |
| Admin fee / account holder | $89 | $88+1.7% | $10,961-99.2% | $80+12.3% |