Filed March 24, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $548,741 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $369,870 |
FINANCIAL ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $338,525 |
Filed as: PORTFOLIO EVALUATION, INC. Service code 16 · EIN 22-3189064 | Consulting | $54,750 |
COHNREZNICK LLP3 years Service code 16 · EIN 22-1478099 | Consulting | $18,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $166,127 | $112,156+48.1% | $108,421+53.2% | $101,555+63.6% |
| Participation rate | 97.9% | 83.2%+14.7pp | 80.1%+17.8pp | 74.5%+23.4pp |
| Annual return | 17.35% | 15.85%+1.5pp | 905.61%-888.3pp | 21.00%-3.7pp |
| Employer contribution / active EE | $4,984 | $3,067+62.5% | $3,560+40.0% | $2,972+67.7% |
| Participant deferral / active EE | $11,980 | $6,696+78.9% | $6,564+82.5% | $4,874+145.8% |
| Admin fee / account holder | $88 | $75+17.8% | $7,298-98.8% | $139-37.0% |