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.
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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER4+ years Service code 10 · EIN 91-1194016 | Accounting | $12,150 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS. INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,611 |
SES ADVISORS, INC.3 years Filed as: SES ADVISORS Service code 14 · EIN 04-3760707 | Plan Administrator | $2,400 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$574 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,934 | $75,388-12.5% | $123,544-46.6% | $55,725+18.3% |
| Participation rate | 91.0% | 75.7%+15.4pp | 82.3%+8.8pp | 70.9%+20.2pp |
| Annual return | -1.02% | 4.48%-5.5pp | 119.20%-120.2pp | 244.93%-246.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,711 | $5,651+54.2% | $6,426+35.6% | $3,356+159.6% |
| Admin fee / account holder | $23 | $120-80.8% | $9,284-99.8% | $115-80.0% |