Filed October 7, 2010 (most recent of 6 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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $111,591 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,286 | $68,062-70.2% | $185,854-89.1% | $106,520-81.0% |
| Participation rate | 30.4% | 75.2%-44.9pp | 81.7%-51.3pp | 71.3%-41.0pp |
| Annual return | 14.59% | 18.20%-3.6pp | 122.12%-107.5pp | 19.28%-4.7pp |
| Employer contribution / active EE | $906 | $1,997-54.7% | $5,169-82.5% | $2,840-68.1% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $29 | $53-45.9% | $16,246-99.8% | $75-61.7% |