Filed December 14, 2015
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,357 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 27 · EIN 34-1753575 | Advisory (Plan) | $100,000 |
Filed as: NA Service code 14 | Plan Administrator | $30 |
Filed as: 522 FIFTH AVE 4TH FL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$883,088 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,198 | $50,169+95.7% | $149,740-34.4% | $80,187+22.5% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 21.56% | 29.82%-8.3pp | 134.51%-112.9pp | 40.40%-18.8pp |
| Employer contribution / active EE | $933 | $1,869-50.1% | $4,821-80.6% | $2,980-68.7% |
| Participant deferral / active EE | $7,878 | $3,194+146.6% | $5,683+38.6% | $5,016+57.0% |
| Admin fee / account holder | $70 | $153-54.4% | $13,222-99.5% | $145-51.9% |