Filed February 21, 2006 (most recent of 2 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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,689 |
HBK CPAS & CONSULTANTS3 years Filed as: HBK CPAS AND CONSULTANTS Service code 10 · EIN 34-1897225 | Accounting | $26,000 |
BUCK GLOBAL, LLC1 year Service code 27 · EIN 13-3954297 | Advisory (Plan) | $25,125 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $17,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,929 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,245 | $88,515+196.3% | $162,185+61.7% | $67,584+288.0% |
| Participation rate | 97.1% | 86.8%+10.3pp | 87.6%+9.6pp | 71.3%+25.9pp |
| Annual return | 23.40% | 27.04%-3.6pp | 115.61%-92.2pp | 378.59%-355.2pp |
| Employer contribution / active EE | $12,359 | $3,563+246.8% | $5,613+120.2% | $2,148+475.4% |
| Participant deferral / active EE | $14,282 | $5,724+149.5% | $7,297+95.7% | $3,540+303.5% |
| Admin fee / account holder | $69 | $124-44.1% | $10,844-99.4% | $142-51.4% |