Filed March 27, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $840,167 |
Filed as: FIDELITY INVESTMENTS INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $505,861 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Direct payment fr... | $0 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
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 | $92,292 | $73,283+25.9% | $155,556-40.7% | $106,553-13.4% |
| Participation rate | 98.4% | 73.3%+25.2pp | 78.2%+20.2pp | 69.8%+28.6pp |
| Annual return | 16.17% | 15.76%+0.4pp | 64.84%-48.7pp | 17.37%-1.2pp |
| Employer contribution / active EE | $3,211 | $2,241+43.3% | $4,675-31.3% | $3,359-4.4% |
| Participant deferral / active EE | $5,238 | $4,567+14.7% | $5,631-7.0% | $5,562-5.8% |
| Admin fee / account holder | $86 | $56+54.1% | $15,885-99.5% | $80+8.1% |