Filed February 4, 2008 (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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,544,816 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | -$59,966 |
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 | $383,753 | $145,513+163.7% | $184,256+108.3% | $99,313+286.4% |
| Participation rate | 99.7% | 90.3%+9.4pp | 86.8%+12.9pp | 71.7%+28.0pp |
| Annual return | 16.73% | 21.25%-4.5pp | 28.85%-12.1pp | 17.67%-0.9pp |
| Employer contribution / active EE | $14,311 | $5,354+167.3% | $6,427+122.7% | $3,264+338.4% |
| Participant deferral / active EE | $17,248 | $8,423+104.8% | $9,133+88.8% | $5,346+222.7% |
| Admin fee / account holder | $125 | $78+60.6% | $13,899-99.1% | $109+14.3% |