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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $378,098 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $6,567 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,652,387 |
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 | $341,764 | $122,585+178.8% | $184,256+85.5% | $200,096+70.8% |
| Participation rate | 97.6% | 86.9%+10.7pp | 86.8%+10.8pp | 72.0%+25.6pp |
| Annual return | 17.85% | 144.12%-126.3pp | 28.85%-11.0pp | 34.26%-16.4pp |
| Employer contribution / active EE | $7,309 | $4,571+59.9% | $6,427+13.7% | $3,038+140.6% |
| Participant deferral / active EE | $12,897 | $7,972+61.8% | $9,133+41.2% | $5,090+153.4% |
| Admin fee / account holder | -$157 | $120-231.0% | $13,899-101.1% | $269-158.5% |