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 | $711,735 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $518,662 |
Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $39,750 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 16 · EIN 22-1478099 | Consulting | $24,500 |
Filed as: CAPTRUST Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $13,250 |
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 | $122,461 | $125,578-2.5% | $86,460+41.6% | $89,433+36.9% |
| Participation rate | 98.2% | 86.1%+12.0pp | 80.3%+17.8pp | 71.3%+26.9pp |
| Annual return | -18.51% | -16.42%-2.1pp | 4399.82%-4418.3pp | -11.88%-6.6pp |
| Employer contribution / active EE | $4,857 | $4,137+17.4% | $3,771+28.8% | $3,021+60.8% |
| Participant deferral / active EE | $11,568 | $9,976+16.0% | $6,954+66.4% | $5,125+125.7% |
| Admin fee / account holder | $90 | $94-4.6% | $6,727-98.7% | $79+13.1% |