Filed September 15, 1992 (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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $479,659 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $359,001 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $42,200 |
BCBSA NEBA8+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $25,380 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,783 | $119,153-4.5% | $151,634-25.0% | $78,104+45.7% |
| Participation rate | 99.6% | 92.5%+7.1pp | 87.5%+12.1pp | 74.5%+25.1pp |
| Annual return | -15.49% | -10.83%-4.7pp | 3.32%-18.8pp | 10.90%-26.4pp |
| Employer contribution / active EE | $5,736 | $5,298+8.3% | $6,165-7.0% | $3,128+83.4% |
| Participant deferral / active EE | $5,596 | $8,624-35.1% | $8,363-33.1% | $5,089+10.0% |
| Admin fee / account holder | $115 | $69+67.3% | $11,614-99.0% | $79+45.7% |