Filed January 3, 2008
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,526 |
FUND DIRECT ADVISORS10+ years Filed as: FUND EVALUATION GROUP Service code 49 · EIN 01-0694771 | Other Services | $50,000 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $18,353 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $17,850 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,027 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,767 | $53,204+198.4% | $155,556+2.1% | $200,096-20.7% |
| Participation rate | 90.7% | 64.1%+26.6pp | 78.2%+12.5pp | 72.0%+18.7pp |
| Annual return | 20.74% | 41.02%-20.3pp | 64.84%-44.1pp | 34.26%-13.5pp |
| Employer contribution / active EE | $5,202 | $1,850+181.2% | $4,675+11.3% | $3,038+71.2% |
| Participant deferral / active EE | $5,476 | $3,163+73.1% | $5,631-2.7% | $5,090+7.6% |
| Admin fee / account holder | $52 | $186-72.2% | $15,885-99.7% | $269-80.8% |