Filed January 4, 2002 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,477 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $14,636 |
MILLER JOHNSON1 year Service code 29 · EIN 38-1603110 | Legal | $5,206 |
Filed as: FIDLEITY INV INST OPERATIONS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,697 | $84,000+22.3% | $119,628-14.2% | $77,906+31.8% |
| Participation rate | 15.7% | 77.8%-62.1pp | 79.3%-63.5pp | 73.7%-58.0pp |
| Annual return | -17.73% | -11.59%-6.1pp | -14.98%-2.8pp | 12.16%-29.9pp |
| Employer contribution / active EE | $40 | $2,907-98.6% | $4,232-99.0% | $2,846-98.6% |
| Participant deferral / active EE | $964 | $4,705-79.5% | $5,601-82.8% | $4,805-79.9% |
| Admin fee / account holder | $148 | $116+28.1% | $10,330-98.6% | $133+11.9% |