Filed September 29, 1995
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.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 13-5565207 | Advisory (Plan) | $36,412 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $27,256 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $18,424 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $16,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,528 | $53,204+40.1% | $155,556-52.1% | $200,096-62.8% |
| Participation rate | 83.1% | 64.1%+19.0pp | 78.2%+4.9pp | 72.0%+11.1pp |
| Annual return | 15.35% | 41.02%-25.7pp | 64.84%-49.5pp | 34.26%-18.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $6,998 | $3,163+121.2% | $5,631+24.3% | $5,090+37.5% |
| Admin fee / account holder | $21 | $186-88.7% | $15,885-99.9% | $269-92.2% |