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.6 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $2,145,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,081,374 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $123,067 |
COMPSIGHT, LLC6 years Service code 15 · EIN 47-3578822 | Recordkeeping | $113,005 |
Filed as: GENESIS, CORP Service code 15 · EIN 13-4041496 | Recordkeeping | $30,163 |
CURCIO WEBB6 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $30,000 |
MARUDAS GRAPHICS, INC.9+ years Filed as: MARUDAS GRAPHICS, INC Service code 15 · EIN 41-1952419 | Recordkeeping | $17,377 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO., LLC Service code 29 · EIN 34-1820650 | Legal | $11,550 |
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 | $222,159 | $135,240+64.3% | $170,055+30.6% | $96,393+130.5% |
| Participation rate | 99.0% | 86.5%+12.5pp | 87.0%+12.0pp | 71.3%+27.7pp |
| Annual return | 16.88% | 22.04%-5.2pp | 53.43%-36.6pp | 22.88%-6.0pp |
| Employer contribution / active EE | $4,823 | $5,029-4.1% | $6,790-29.0% | $3,239+48.9% |
| Participant deferral / active EE | $10,646 | $8,138+30.8% | $10,410+2.3% | $5,455+95.2% |
| Admin fee / account holder | $79 | $85-6.9% | $12,828-99.4% | $74+7.0% |