Filed January 6, 2009 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $60,519 |
CLARK NUBER10+ years Service code 10 · EIN 91-1194016 | Accounting | $16,000 |
ASCENSUS LLC5 years Filed as: FUTURE PLAN BY ASCENSUS Service code 10 · EIN 82-3719843 | Accounting | $2,075 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS. INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,032 | $106,264+3.5% | $147,117-25.2% | $77,762+41.5% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 20.05% | 56.94%-36.9pp | 420.54%-400.5pp | 31.27%-11.2pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $10,484 | $8,003+31.0% | $8,065+30.0% | $4,651+125.4% |
| Admin fee / account holder | $70 | $334-79.1% | $12,993-99.5% | $433-83.8% |