Filed December 15, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,468 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,045 |
Filed as: CORNERSTONE PLANNING GROUP LLC Service code 27 4801 GAILLARDIA PARKWAY · OKLAHOMA CITY, OK 73142 | Advisory (Plan) | $17,400 |
Filed as: MILLENNIUM INVESTMENTS & RETIREMENT Service code 20 3540 TORINGDON WAY · CHARLOTTE, NC 28277 | Trustee (individual) | $15,333 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,759 | $56,540+2.2% | $185,849-68.9% | $86,821-33.5% |
| Participation rate | 76.5% | 65.5%+11.0pp | 81.7%-5.2pp | 72.3%+4.2pp |
| Annual return | 14.81% | 118.20%-103.4pp | 122.10%-107.3pp | 97.94%-83.1pp |
| Employer contribution / active EE | $2,631 | $1,844+42.7% | $5,169-49.1% | $2,406+9.4% |
| Participant deferral / active EE | $2,697 | $2,555+5.6% | $5,569-51.6% | $4,132-34.7% |
| Admin fee / account holder | $117 | $150-21.9% | $16,244-99.3% | $170-31.0% |