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.4 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $2,433,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,598,798 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Di... | $132,854 |
COMPSIGHT, LLC4 years Service code 15 · EIN 47-3578822 | Recordkeeping | $109,305 |
CURCIO WEBB4 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $20,000 |
Filed as: GENESIS Service code 15 · EIN 13-4041496 | Recordkeeping | $19,148 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO., LLC Service code 29 · EIN 34-1820650 | Legal | $8,400 |
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 | $245,096 | $143,889+70.3% | $189,534+29.3% | $106,520+130.1% |
| Participation rate | 99.0% | 89.1%+9.8pp | 87.8%+11.2pp | 71.3%+27.7pp |
| Annual return | 14.53% | 17.38%-2.8pp | 555.39%-540.9pp | 19.28%-4.8pp |
| Employer contribution / active EE | $4,446 | $4,416+0.7% | $6,162-27.9% | $2,840+56.5% |
| Participant deferral / active EE | $9,873 | $7,575+30.3% | $8,220+20.1% | $4,948+99.5% |
| Admin fee / account holder | $112 | $98+14.3% | $12,049-99.1% | $75+50.7% |