Filed September 11, 2012 (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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,288 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 · EIN 43-1451524 | Consulting | $2,994 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 16 · EIN 59-3331424 | Consulting | $339 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,602 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,112 | $46,969-72.1% | $154,110-91.5% | $73,367-82.1% |
| Participation rate | 86.7% | 72.4%+14.3pp | 83.0%+3.7pp | 69.5%+17.3pp |
| Annual return | 0.00% | 821.68%-821.7pp | 735.22%-735.2pp | 173.45%-173.5pp |
| Employer contribution / active EE | $2,558 | $1,723+48.4% | $5,298-51.7% | $2,499+2.4% |
| Participant deferral / active EE | $4,453 | $3,162+40.8% | $5,081-12.4% | $4,033+10.4% |
| Admin fee / account holder | $2 | $47-95.8% | $13,412-100.0% | $68-97.2% |