Filed October 10, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $323,754 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $49,321 | $37,418+31.8% | $77,113-36.0% | $77,906-36.7% |
| Participation rate | 47.7% | 46.9%+0.8pp | 67.9%-20.2pp | 73.7%-26.0pp |
| Annual return | -18.72% | -7.13%-11.6pp | 42.37%-61.1pp | 12.16%-30.9pp |
| Employer contribution / active EE | $865 | $1,200-27.9% | $2,815-69.3% | $2,846-69.6% |
| Participant deferral / active EE | $4,807 | $2,572+86.9% | $4,430+8.5% | $4,8050% |
| Admin fee / account holder | $89 | $126-29.6% | $5,445-98.4% | $133-33.0% |