Filed November 9, 2005
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $370,256 |
GYL FINANCIAL SYNERGIES9 years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $100,000 |
LOCKE LORD LLP7 years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $48,226 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,275 |
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 | $202,774 | $241,850-16.2% | $102,437+97.9% | $200,096+1.3% |
| Participation rate | 93.7% | 78.3%+15.3pp | 74.5%+19.2pp | 72.0%+21.7pp |
| Annual return | 14.76% | 17.67%-2.9pp | 24.95%-10.2pp | 34.26%-19.5pp |
| Employer contribution / active EE | $8,775 | $4,253+106.3% | $3,871+126.7% | $3,038+188.9% |
| Participant deferral / active EE | $11,354 | $3,961+186.7% | $5,060+124.4% | $5,090+123.1% |
| Admin fee / account holder | $115 | $288-60.0% | $8,388-98.6% | $269-57.2% |