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 |
|---|---|---|
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 |
The auditor declined to give an opinion. This is 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% |