Filed April 8, 2004
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,530 |
GYL FINANCIAL SYNERGIES5 years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $37,500 |
FRANK RIMERMAN & CO LLP5 years Filed as: FRANK RIMMERMAN Service code 10 · EIN 94-1341042 | Accounting | $16,275 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,987 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,043 | $122,128+149.0% | $147,117+106.7% | $200,096+51.9% |
| Participation rate | 92.6% | 78.2%+14.4pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 17.55% | 30.58%-13.0pp | 420.54%-403.0pp | 34.26%-16.7pp |
| Employer contribution / active EE | $9,352 | $4,093+128.5% | $4,932+89.6% | $3,038+207.9% |
| Participant deferral / active EE | $14,096 | $8,484+66.2% | $8,065+74.8% | $5,090+176.9% |
| Admin fee / account holder | $70 | $180-61.2% | $12,993-99.5% | $269-74.1% |