Filed January 18, 2011 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $260,918 |
Filed as: SNOWDEN LANE PARTNERS Service code 27 540 MADISON AVENUE · NEW YORK, NY 10022 | Advisory (Plan) | $100,000 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $47,560 |
WIGGIN & DANA LLP1 year Filed as: WIGGIN AND DANA LLP Service code 29 · EIN 06-0590100 | Legal | $32,417 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $18,847 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,917 | $117,238-28.4% | $87,102-3.7% | $82,204+2.1% |
| Participation rate | 78.8% | 87.2%-8.4pp | 76.9%+2.0pp | 73.4%+5.4pp |
| Annual return | 24.10% | 25.80%-1.7pp | 28.19%-4.1pp | 26.31%-2.2pp |
| Employer contribution / active EE | $2,518 | $3,535-28.8% | $2,521-0.1% | $2,707-7.0% |
| Participant deferral / active EE | $3,831 | $5,976-35.9% | $4,048-5.4% | $4,246-9.8% |
| Admin fee / account holder | $51 | $81-37.5% | $7,493-99.3% | $76-32.8% |