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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $540,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | $427,257 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $54,250 |
COHNREZNICK LLP5 years Service code 16 · EIN 22-1478099 | Consulting | $35,675 |
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 | $151,041 | $141,418+6.8% | $94,677+59.5% | $96,393+56.7% |
| Participation rate | 98.8% | 86.8%+12.0pp | 80.8%+18.0pp | 71.3%+27.5pp |
| Annual return | 23.76% | 21.96%+1.8pp | 156.95%-133.2pp | 22.88%+0.9pp |
| Employer contribution / active EE | $5,259 | $4,361+20.6% | $3,673+43.2% | $3,239+62.4% |
| Participant deferral / active EE | $12,887 | $10,695+20.5% | $7,418+73.7% | $5,455+136.3% |
| Admin fee / account holder | $71 | $82-14.2% | $7,222-99.0% | $74-4.3% |