Filed January 15, 1996
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) | $92,058 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,205 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $19,405 |
HOGAN LOVELLS US LLP2 years Filed as: HOGAN LOVELLS Service code 49 855 MAIN ST · REDWOOD CITY, CA 94063 | Other Services | $12,835 |
MMA SECURITIES LLC2 years Filed as: MARSH MCLENNON AGENCY Service code 16 · EIN 22-3570392 | Consulting | $12,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $252,625 | $96,782+161.0% | $140,514+79.8% | $69,255+264.8% |
| Participation rate | 77.0% | 81.0%-4.0pp | 77.8%-0.8pp | 69.0%+8.0pp |
| Annual return | 13.69% | 11.56%+2.1pp | 14.36%-0.7pp | 26.73%-13.0pp |
| Employer contribution / active EE | $3,943 | $3,063+28.7% | $3,378+16.7% | $2,645+49.1% |
| Participant deferral / active EE | $9,108 | $4,233+115.2% | $4,919+85.2% | $2,890+215.1% |
| Admin fee / account holder | $139 | $275-49.3% | $13,697-99.0% | $733-81.0% |