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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $268,019 |
GYL FINANCIAL SYNERGIES8 years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $100,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,854 |
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 | $185,490 | $88,479+109.6% | $96,543+92.1% | $80,187+131.3% |
| Participation rate | 96.8% | 79.9%+16.9pp | 74.3%+22.4pp | 72.9%+23.8pp |
| Annual return | 17.77% | 22.53%-4.8pp | 35.75%-18.0pp | 40.40%-22.6pp |
| Employer contribution / active EE | $8,403 | $4,177+101.2% | $3,741+124.6% | $2,980+182.0% |
| Participant deferral / active EE | $11,321 | $3,961+185.8% | $4,880+132.0% | $5,016+125.7% |
| Admin fee / account holder | $98 | $211-53.7% | $6,737-98.5% | $145-32.5% |