Filed January 31, 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.1+ years Filed as: STRATEGIC INVESTMENT SOLUTIONS Service code 27 · EIN 94-3194697 | Advisory (Plan) | $35,455 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $34,187 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $18,938 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,004 | $81,321+8.2% | $68,509+28.5% | $59,188+48.7% |
| Participation rate | 98.7% | 83.8%+14.9pp | 74.7%+24.0pp | 69.4%+29.3pp |
| Annual return | -0.89% | 4.65%-5.5pp | 8.27%-9.2pp | 5.51%-6.4pp |
| Employer contribution / active EE | $5,669 | $3,297+72.0% | $2,278+148.9% | $2,098+170.2% |
| Participant deferral / active EE | $5,844 | $4,592+27.3% | $3,382+72.8% | $3,265+79.0% |
| Admin fee / account holder | $15 | $62-76.4% | $5,275-99.7% | $92-84.2% |