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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,965 | $47,456+102.2% | $172,757-44.5% | $77,775+23.4% |
| Participation rate | 57.0% | 66.3%-9.3pp | 82.6%-25.7pp | 73.2%-16.3pp |
| Annual return | 24.82% | 35.57%-10.8pp | 803.06%-778.2pp | 32.58%-7.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,358 | $2,560+70.3% | $5,198-16.2% | $3,966+9.9% |
| Admin fee / account holder | $14 | $81-83.1% | $13,956-99.9% | $100-86.4% |