Filed December 19, 2007
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $828,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $647,447 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 49 · EIN 52-1714114 | Other Services | $262,694 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $133,350 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,917 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,452 | $161,802-39.8% | $96,564+0.9% | $96,393+1.1% |
| Participation rate | 93.9% | 92.5%+1.5pp | 76.0%+17.9pp | 71.3%+22.6pp |
| Annual return | 15.64% | 18.41%-2.8pp | 25.89%-10.2pp | 22.88%-7.2pp |
| Employer contribution / active EE | $3,791 | $5,381-29.6% | $2,967+27.8% | $3,239+17.0% |
| Participant deferral / active EE | $4,587 | $8,927-48.6% | $4,852-5.5% | $5,455-15.9% |
| Admin fee / account holder | $95 | $61+55.4% | $8,256-98.9% | $74+28.1% |