Filed February 17, 2009
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) | $42,166 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $34,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,569 |
MARCADO ASSET MANAGEMENT LLC3 years Filed as: MARCADO Service code 16 · EIN 82-1492364 | Consulting | $25,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,657 | $92,076+298.2% | $105,607+247.2% | $77,736+371.7% |
| Participation rate | 99.1% | 81.0%+18.1pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 15.78% | 17.84%-2.1pp | 116.11%-100.3pp | 31.26%-15.5pp |
| Employer contribution / active EE | $16,200 | $3,370+380.7% | $3,167+411.5% | $2,728+493.9% |
| Participant deferral / active EE | $13,538 | $5,390+151.2% | $5,011+170.1% | $4,651+191.1% |
| Admin fee / account holder | $217 | $219-1.1% | $10,958-98.0% | $433-50.0% |