Filed October 1, 1992
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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATION Service code 49 · EIN 22-3189064 | Other Services | $40,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,152 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$28,459 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $108,674 | $56,640+91.9% | $78,002+39.3% | $55,167+97.0% |
| Participation rate | 94.6% | 73.3%+21.2pp | 75.5%+19.0pp | 69.0%+25.6pp |
| Annual return | 6.82% | 2868.48%-2861.7pp | 425.99%-419.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $10,857 | $1,724+529.9% | $2,470+339.5% | $1,963+453.2% |
| Participant deferral / active EE | $26,437 | $2,778+851.7% | $3,497+656.0% | $3,054+765.6% |
| Admin fee / account holder | $28 | $467-94.0% | $5,481-99.5% | $504-94.5% |