Filed June 14, 2006 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $251,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $195,678 |
BRYAN CAVE LLP3+ years Service code 29 · EIN 43-0602162 | Legal | $120,215 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTANTS Service code 16 · EIN 84-0854432 | Consulting | $42,750 |
CANTERBURY CONSULTING2 years Service code 16 · EIN 33-0307982 | Consulting | $23,250 |
Service code 10 · EIN 43-1947695 | Accounting | $21,000 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,225 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,645 | $100,921-0.3% | $82,312+22.3% | $177,276-43.2% |
| Participation rate | 93.2% | 86.9%+6.3pp | 76.9%+16.4pp | 74.8%+18.4pp |
| Annual return | 20.01% | 20.33%-0.3pp | 25.88%-5.9pp | 21.25%-1.2pp |
| Employer contribution / active EE | $3,546 | $3,145+12.7% | $2,428+46.0% | $2,479+43.0% |
| Participant deferral / active EE | $5,536 | $5,192+6.6% | $3,706+49.4% | $3,881+42.7% |
| Admin fee / account holder | $73 | $64+14.1% | $5,608-98.7% | $154-52.5% |