Filed March 19, 2003
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $484,728 |
Filed as: BARLETTE O'NEILL CONSULTING Service code 49 · EIN 20-0663007 | Other Services | $176,250 |
NEPC, LLC6 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $149,311 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $74,800 |
Service code 29 · EIN 58-0616335 | Legal | $49,957 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$482,742 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,824 | $106,553-20.4% | $153,741-44.8% | $106,553-20.4% |
| Participation rate | 91.7% | 69.8%+21.9pp | 77.1%+14.6pp | 69.8%+21.9pp |
| Annual return | 16.23% | 17.37%-1.1pp | 15.71%+0.5pp | 17.37%-1.1pp |
| Employer contribution / active EE | $4,811 | $3,359+43.2% | $5,042-4.6% | $3,359+43.2% |
| Participant deferral / active EE | $4,890 | $5,562-12.1% | $6,757-27.6% | $5,562-12.1% |
| Admin fee / account holder | $10 | $80-87.7% | $12,749-99.9% | $80-87.7% |