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 |
|---|---|---|
GYL FINANCIAL SYNERGIES3 years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $75,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,407 |
LOCKE LORD LLP1 year Filed as: LOCKE LORD Service code 16 · EIN 74-1164324 | Consulting | $34,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,804 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,109 | $60,396+115.4% | $83,831+55.2% | $75,289+72.8% |
| Participation rate | 96.8% | 80.7%+16.1pp | 76.1%+20.7pp | 72.4%+24.4pp |
| Annual return | -4.38% | 3.84%-8.2pp | 850.99%-855.4pp | -0.04%-4.3pp |
| Employer contribution / active EE | $7,871 | $3,343+135.4% | $3,631+116.8% | $2,405+227.3% |
| Participant deferral / active EE | $9,086 | $2,922+210.9% | $4,082+122.6% | $3,739+143.0% |
| Admin fee / account holder | $58 | $141-59.2% | $5,479-98.9% | $102-43.7% |