Filed October 18, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Service code 28 · EIN 23-1707341 | Investment Management | $331,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $249,881 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $205,475 |
AXIOM GLOBAL5+ years Filed as: AXIOM GLOBAL, INC. Service code 29 · EIN 13-4099840 | Legal | $9,633 |
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 | $244,993 | $105,173+132.9% | $87,102+181.3% | $77,775+215.0% |
| Participation rate | 94.8% | 85.8%+9.0pp | 76.9%+17.9pp | 73.2%+21.6pp |
| Annual return | 20.56% | 24.52%-4.0pp | 28.19%-7.6pp | 32.58%-12.0pp |
| Employer contribution / active EE | $5,000 | $2,890+73.0% | $2,521+98.3% | $2,504+99.7% |
| Participant deferral / active EE | $13,668 | $5,048+170.8% | $4,048+237.6% | $3,966+244.6% |
| Admin fee / account holder | $264 | $105+152.0% | $7,493-96.5% | $100+163.4% |