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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,873 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,552 | $56,095+109.6% | $178,510-34.1% | $90,274+30.2% |
| Participation rate | 58.0% | 65.6%-7.5pp | 81.9%-23.9pp | 73.4%-15.3pp |
| Annual return | 22.76% | 28.81%-6.1pp | 151.13%-128.4pp | 53.97%-31.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $4,501 | $2,669+68.7% | $5,202-13.5% | $4,231+6.4% |
| Admin fee / account holder | $26 | $101-74.2% | $13,988-99.8% | $114-77.3% |