Filed September 28, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,567 |
Filed as: NEW ENGLAND WEALTH ADVISORS Service code 26 · EIN 20-2021915 | Advisory (Participants) | $29,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$174,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,992 | $45,000+46.6% | $143,801-54.1% | $77,906-15.3% |
| Participation rate | 95.7% | 66.8%+28.9pp | 80.3%+15.4pp | 73.7%+22.0pp |
| Annual return | -16.07% | 29.03%-45.1pp | -0.04%-16.0pp | 12.16%-28.2pp |
| Employer contribution / active EE | $1,513 | $1,870-19.1% | $4,952-69.5% | $2,846-46.9% |
| Participant deferral / active EE | $4,996 | $3,157+58.3% | $5,639-11.4% | $4,805+4.0% |
| Admin fee / account holder | -$25 | $98-125.5% | $14,680-100.2% | $133-118.9% |