Filed June 15, 2006 (most recent of 4 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $345,616 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $315,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,082 | $117,148+17.9% | $67,560+104.4% | $99,313+39.0% |
| Participation rate | 58.5% | 72.7%-14.2pp | 72.9%-14.4pp | 71.7%-13.2pp |
| Annual return | 12.65% | 14.15%-1.5pp | 3533.50%-3520.8pp | 17.67%-5.0pp |
| Employer contribution / active EE | $3,975 | $4,623-14.0% | $2,737+45.3% | $3,264+21.8% |
| Participant deferral / active EE | $7,499 | $4,782+56.8% | $4,004+87.3% | $5,346+40.3% |
| Admin fee / account holder | $36 | $50-28.0% | $3,994-99.1% | $109-67.0% |