Filed May 2, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $1,936,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,104,420 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $268,884 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $114,899 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $103,135 |
COMPSIGHT, LLC2 years Service code 15 · EIN 47-3578822 | Recordkeeping | $101,323 |
CURCIO WEBB2 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $30,085 |
TECHINTURE, INC1 year Filed as: TECHINTURE, INC. Service code 15 · EIN 20-0820356 | Recordkeeping | $23,039 |
MARUDAS GRAPHICS, INC.5+ years Filed as: MARUDAS GRAPHICS, INC Service code 38 · EIN 41-1952419 | Participant Communication | $19,622 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO., LLC Service code 29 · EIN 34-1820650 | Legal | $15,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,832 | $121,259+59.0% | $162,185+18.9% | $89,609+115.2% |
| Participation rate | 98.8% | 90.0%+8.8pp | 87.6%+11.3pp | 69.6%+29.2pp |
| Annual return | 22.17% | 22.23%-0.1pp | 115.61%-93.4pp | 33.65%-11.5pp |
| Employer contribution / active EE | $4,144 | $4,435-6.6% | $5,613-26.2% | $2,584+60.4% |
| Participant deferral / active EE | $8,946 | $6,620+35.1% | $7,297+22.6% | $4,222+111.9% |
| Admin fee / account holder | $87 | $101-14.0% | $10,844-99.2% | $72+21.0% |