Filed August 12, 1998 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $235,245 |
Filed as: MORGAN STANLEY INSTITUTE INV ADV LL Service code 16 · EIN 11-3658445 | Consulting | $35,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,315 |
COOK STREET CONSULTING7 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $34,836 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $20,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,715 | $122,128+59.4% | $147,117+32.4% | $200,096-2.7% |
| Participation rate | 94.3% | 78.2%+16.1pp | 82.2%+12.1pp | 72.0%+22.3pp |
| Annual return | 17.95% | 30.58%-12.6pp | 420.54%-402.6pp | 34.26%-16.3pp |
| Employer contribution / active EE | $5,000 | $4,093+22.2% | $4,932+1.4% | $3,038+64.6% |
| Participant deferral / active EE | $12,136 | $8,484+43.1% | $8,065+50.5% | $5,090+138.4% |
| Admin fee / account holder | $96 | $180-46.8% | $12,993-99.3% | $269-64.5% |