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 | $53,613 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,342 |
CORNERSTONE PLANNING GROUP2 years Filed as: CORNERSTONE PLANNING GROUP LLC Service code 27 4801 GAILLARDIA PARKWAY SUITE 202 · OKLAHOMA CITY, OK 73142 | Advisory (Plan) | $17,400 |
Filed as: MILLENNIUM INVESTMENTS & RETIREMENT Service code 20 3540 TORINGDON WAY SUITE 200 · CHARLOTTE, NC 28277 | Trustee (individual) | $11,495 |
Annual investment return 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 | $46,220 | $46,332-0.2% | $143,797-67.9% | $64,824-28.7% |
| Participation rate | 73.1% | 64.2%+8.8pp | 80.3%-7.2pp | 71.5%+1.6pp |
| Annual return | -18.73% | -10.05%-8.7pp | -0.04%-18.7pp | 32.84%-51.6pp |
| Employer contribution / active EE | $1,883 | $1,911-1.5% | $4,952-62.0% | $2,507-24.9% |
| Participant deferral / active EE | $2,767 | $2,647+4.5% | $5,638-50.9% | $4,311-35.8% |
| Admin fee / account holder | $89 | $154-41.9% | $14,679-99.4% | $188-52.4% |