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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,889 | $56,095-39.6% | $178,510-81.0% | $90,274-62.5% |
| Participation rate | 74.8% | 65.6%+9.3pp | 81.9%-7.1pp | 73.4%+1.5pp |
| Annual return | 20.84% | 28.81%-8.0pp | 151.13%-130.3pp | 53.97%-33.1pp |
| Employer contribution / active EE | $1,956 | $1,572+24.4% | $5,011-61.0% | $2,523-22.5% |
| Participant deferral / active EE | $405 | $2,669-84.8% | $5,202-92.2% | $4,231-90.4% |
| Admin fee / account holder | $3 | $101-96.8% | $13,988-100.0% | $114-97.2% |