Filed December 19, 2011 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,443,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $669,891 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $41,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $141,221 | $100,545+40.5% | $110,243+28.1% | $73,367+92.5% |
| Participation rate | 98.1% | 67.8%+30.3pp | 79.8%+18.3pp | 69.5%+28.6pp |
| Annual return | 7.29% | -1.49%+8.8pp | 314.76%-307.5pp | 173.45%-166.2pp |
| Employer contribution / active EE | $4,508 | $2,405+87.5% | $3,827+17.8% | $2,499+80.4% |
| Participant deferral / active EE | $7,508 | $3,439+118.3% | $4,672+60.7% | $4,033+86.2% |
| Admin fee / account holder | $109 | $81+35.6% | $8,548-98.7% | $68+60.0% |