Filed March 12, 2004 (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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $400,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $158,773 |
BAY COLONY ADVISORS1 year Filed as: BAY MUTUAL FINANCIAL Service code 16 · EIN 38-3694155 | Consulting | $134,250 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $35,000 |
KING & SPALDING LLP2 years Service code 29 · EIN 58-0520153 | Legal | $6,804 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $196,935 | $80,360+145.1% | $90,161+118.4% | $77,958+152.6% |
| Participation rate | 91.4% | 81.9%+9.5pp | 76.9%+14.5pp | 71.6%+19.8pp |
| Annual return | 14.96% | 24.56%-9.6pp | 34.89%-19.9pp | 20.87%-5.9pp |
| Employer contribution / active EE | $1,805 | $2,326-22.4% | $3,318-45.6% | $2,310-21.9% |
| Participant deferral / active EE | $13,664 | $5,829+134.4% | $5,287+158.4% | $3,537+286.4% |
| Admin fee / account holder | $95 | $64+48.4% | $5,943-98.4% | $97-2.8% |