Filed April 14, 1999 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $286,522 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,251 | $89,433-43.8% | $160,039-68.6% | $89,433-43.8% |
| Participation rate | 48.0% | 71.3%-23.3pp | 78.0%-30.0pp | 71.3%-23.3pp |
| Annual return | -16.51% | -11.88%-4.6pp | 409.10%-425.6pp | -11.88%-4.6pp |
| Employer contribution / active EE | $1,305 | $3,021-56.8% | $4,226-69.1% | $3,021-56.8% |
| Participant deferral / active EE | $2,482 | $5,125-51.6% | $6,184-59.9% | $5,125-51.6% |
| Admin fee / account holder | $39 | $79-50.9% | $8,716-99.6% | $79-50.9% |