Filed September 29, 2006 (most recent of 3 filings on file)
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) | $136,481 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $55,000 |
MCM CPAS & ADVISORS LLP6 years Service code 10 · EIN 27-1235638 | Accounting | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,636 |
Form 5500 reported that benefits due were not provided when due.
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 | $368,879 | $104,544+252.8% | $96,564+282.0% | $80,187+360.0% |
| Participation rate | 98.5% | 86.4%+12.1pp | 76.0%+22.5pp | 72.9%+25.5pp |
| Annual return | 18.90% | 21.79%-2.9pp | 25.89%-7.0pp | 40.40%-21.5pp |
| Employer contribution / active EE | $5,353 | $3,527+51.8% | $2,967+80.4% | $2,980+79.7% |
| Participant deferral / active EE | $13,306 | $6,170+115.6% | $4,852+174.2% | $5,016+165.3% |
| Admin fee / account holder | $176 | $107+64.8% | $8,256-97.9% | $145+21.4% |