Filed January 28, 2003 (most recent of 2 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,270 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,105 | $47,456-42.9% | $172,757-84.3% | $77,775-65.1% |
| Participation rate | 74.1% | 66.3%+7.8pp | 82.6%-8.6pp | 73.2%+0.9pp |
| Annual return | 22.04% | 35.57%-13.5pp | 803.06%-781.0pp | 32.58%-10.5pp |
| Employer contribution / active EE | $1,615 | $1,574+2.6% | $5,144-68.6% | $2,504-35.5% |
| Participant deferral / active EE | $344 | $2,560-86.6% | $5,198-93.4% | $3,966-91.3% |
| Admin fee / account holder | $3 | $81-96.8% | $13,956-100.0% | $100-97.4% |