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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,666 |
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP Service code 49 · EIN 01-0694771 | Other Services | $30,153 |
ASCENSUS LLC4+ years Filed as: RETIREMENT MGMT SERVICES Service code 10 · EIN 31-1560462 | Accounting | $14,547 |
MCM CPAS & ADVISORS LLP2 years Filed as: MCM CPAS AND ADVISORS, LLP Service code 10 · EIN 27-1235638 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,025 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,605 | $37,203+275.3% | $154,110-9.4% | $55,727+150.5% |
| Participation rate | 92.7% | 64.1%+28.6pp | 83.0%+9.7pp | 70.9%+21.9pp |
| Annual return | -5.11% | 1320.03%-1325.1pp | 735.22%-740.3pp | 244.94%-250.0pp |
| Employer contribution / active EE | $5,377 | $1,614+233.1% | $5,298+1.5% | $2,078+158.7% |
| Participant deferral / active EE | $4,364 | $2,069+110.9% | $5,081-14.1% | $3,356+30.0% |
| Admin fee / account holder | $25 | $102-75.2% | $13,412-99.8% | $115-78.1% |