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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS1+ years Filed as: LOWERY ASSET CONSULTING Service code 16 · EIN 35-2173939 | Consulting | $45,000 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 21 · EIN 04-2647786 | Bank Trustee | $26,363 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,879 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $15,198 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,392 | $81,321+92.3% | $68,509+128.3% | $59,188+164.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | 1.35% | 4.65%-3.3pp | 8.27%-6.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $5,757 | $3,297+74.6% | $2,278+152.7% | $2,098+174.4% |
| Participant deferral / active EE | $8,356 | $4,592+82.0% | $3,382+147.1% | $3,265+156.0% |
| Admin fee / account holder | $69 | $62+11.3% | $5,275-98.7% | $92-25.5% |