Filed November 3, 2008 (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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,691 |
CHOREO LLC1 year Filed as: CHOREO, LLC Service code 10 · EIN 41-1944416 | Accounting | $51,250 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $25,200 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON ADVISORS LLC Service code 10 · EIN 99-1856619 | Accounting | $10,739 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV.INST.OPS.CO Service code 21 · EIN 04-2647786 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,044 | $112,582+99.0% | $105,624+112.1% | $200,096+12.0% |
| Participation rate | 97.4% | 86.3%+11.1pp | 75.3%+22.1pp | 72.0%+25.4pp |
| Annual return | 16.01% | 15.58%+0.4pp | 116.20%-100.2pp | 34.26%-18.2pp |
| Employer contribution / active EE | $6,568 | $4,580+43.4% | $3,168+107.3% | $3,038+116.2% |
| Participant deferral / active EE | $11,784 | $6,655+77.1% | $5,013+135.1% | $5,090+131.5% |
| Admin fee / account holder | $77 | $107-28.0% | $10,961-99.3% | $269-71.4% |