Filed October 23, 2008
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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $421,167 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,795 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW Service code 16 · EIN 33-0818667 | Consulting | $78,750 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,339 | $99,313+10.1% | $97,295+12.4% | $99,313+10.1% |
| Participation rate | 95.0% | 71.7%+23.3pp | 72.7%+22.3pp | 71.7%+23.3pp |
| Annual return | 21.97% | 17.67%+4.3pp | 75.62%-53.7pp | 17.67%+4.3pp |
| Employer contribution / active EE | $2,467 | $3,264-24.4% | $2,723-9.4% | $3,264-24.4% |
| Participant deferral / active EE | $9,708 | $5,346+81.6% | $4,264+127.7% | $5,346+81.6% |
| Admin fee / account holder | $70 | $109-35.9% | $5,646-98.8% | $109-35.9% |