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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,531 |
ASSET STRATEGY CONSULTANTS4+ years Filed as: LOWERY ASSET CONSULTING Service code 16 · EIN 35-2173939 | Consulting | $47,277 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $23,053 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 21 · EIN 04-2647786 | Bank Trustee | $15,214 |
VEDDER PRICE1 year Filed as: VEDDERPRICE PC Service code 29 · EIN 36-3254526 | Legal | $6,414 |
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 | $182,875 | $134,045+36.4% | $80,019+128.5% | $75,289+142.9% |
| Participation rate | 98.9% | 85.8%+13.1pp | 75.8%+23.0pp | 72.4%+26.4pp |
| Annual return | -3.49% | -0.56%-2.9pp | 11.22%-14.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $8,104 | $3,492+132.1% | $2,468+228.4% | $2,405+237.0% |
| Participant deferral / active EE | $9,989 | $4,976+100.7% | $3,686+171.0% | $3,739+167.2% |
| Admin fee / account holder | $110 | $124-11.2% | $6,521-98.3% | $102+7.5% |