Filed February 27, 2009
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $220,698 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,175 |
MORGAN STANLEY SMITH BARNEY3 years Service code 16 · EIN 20-8764829 | Consulting | $72,948 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $15,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,902 | $122,128+80.1% | $147,117+49.5% | $200,096+9.9% |
| Participation rate | 93.0% | 78.2%+14.9pp | 82.2%+10.8pp | 72.0%+21.0pp |
| Annual return | 77.74% | 30.58%+47.2pp | 420.54%-342.8pp | 34.26%+43.5pp |
| Employer contribution / active EE | $9,828 | $4,093+140.1% | $4,932+99.2% | $3,038+223.5% |
| Participant deferral / active EE | $14,762 | $8,484+74.0% | $8,065+83.1% | $5,090+190.0% |
| Admin fee / account holder | $59 | $180-67.0% | $12,993-99.5% | $269-78.0% |