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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $330,719 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $32,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,277,730 |
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 | $307,542 | $112,711+172.9% | $170,055+80.8% | $80,187+283.5% |
| Participation rate | 98.9% | 87.4%+11.5pp | 87.0%+11.9pp | 72.9%+26.0pp |
| Annual return | 21.39% | 67.06%-45.7pp | 53.43%-32.0pp | 40.40%-19.0pp |
| Employer contribution / active EE | $7,111 | $4,488+58.4% | $6,790+4.7% | $2,980+138.6% |
| Participant deferral / active EE | $12,523 | $7,861+59.3% | $10,410+20.3% | $5,016+149.7% |
| Admin fee / account holder | -$89 | $99-189.4% | $12,828-100.7% | $145-161.2% |