Filed June 30, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $447,591 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,057 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $55,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,770 | $42,127-31.7% | $85,240-66.2% | $106,553-73.0% |
| Participation rate | 42.0% | 36.6%+5.4pp | 67.5%-25.5pp | 69.8%-27.8pp |
| Annual return | 17.61% | 36.21%-18.6pp | 66.75%-49.1pp | 17.37%+0.2pp |
| Employer contribution / active EE | $1,016 | $825+23.1% | $2,735-62.9% | $3,359-69.7% |
| Participant deferral / active EE | $2,849 | $2,066+37.9% | $4,527-37.1% | $5,562-48.8% |
| Admin fee / account holder | $38 | $114-66.3% | $6,165-99.4% | $80-51.9% |