Filed March 18, 2008 (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.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,799 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$685,401 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,412 | $48,797-39.7% | $577,535-94.9% | $48,797-39.7% |
| Participation rate | 88.4% | 62.1%+26.3pp | 78.1%+10.3pp | 62.1%+26.3pp |
| Annual return | 18.15% | 13.91%+4.2pp | 6.14%+12.0pp | 13.91%+4.2pp |
| Employer contribution / active EE | $2,728 | $3,195-14.6% | $11,530-76.3% | $3,195-14.6% |
| Participant deferral / active EE | $0 | $2,160-100.0% | $2,961-100.0% | $2,160-100.0% |
| Admin fee / account holder | $2 | $11-76.7% | $9,502-100.0% | $11-76.7% |