Filed May 24, 2006 (most recent of 4 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.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $281,847 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $192,231 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $273,675 | $110,258+148.2% | $102,460+167.1% | $200,096+36.8% |
| Participation rate | 97.3% | 86.3%+11.0pp | 76.5%+20.8pp | 72.0%+25.2pp |
| Annual return | 13.18% | 35.78%-22.6pp | 29.47%-16.3pp | 34.26%-21.1pp |
| Employer contribution / active EE | $9,092 | $3,605+152.2% | $3,025+200.6% | $3,038+199.3% |
| Participant deferral / active EE | $10,112 | $6,377+58.6% | $5,056+100.0% | $5,090+98.7% |
| Admin fee / account holder | $99 | $122-18.8% | $9,460-98.9% | $269-63.1% |