Filed January 28, 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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,308,776 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,593 | $118,337+198.0% | $189,534+86.0% | $93,010+279.1% |
| Participation rate | 98.6% | 89.1%+9.5pp | 87.8%+10.7pp | 73.9%+24.7pp |
| Annual return | 14.67% | 21.77%-7.1pp | 555.39%-540.7pp | 158.70%-144.0pp |
| Employer contribution / active EE | $6,407 | $4,204+52.4% | $6,162+4.0% | $2,705+136.8% |
| Participant deferral / active EE | $11,080 | $7,123+55.6% | $8,220+34.8% | $4,561+142.9% |
| Admin fee / account holder | -$107 | $100-207.5% | $12,049-100.9% | $152-170.7% |