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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $392,305 |
BAY COLONY ADVISORS4+ years Filed as: THE BAY MUTUAL FINANACIAL Service code 70 · EIN 38-3694155 | Consulting Fees | $100,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $96,958 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $17,938 |
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 | $184,705 | $71,106+159.8% | $83,327+121.7% | $75,289+145.3% |
| Participation rate | 91.9% | 82.0%+9.9pp | 77.8%+14.1pp | 72.4%+19.4pp |
| Annual return | -5.14% | -0.56%-4.6pp | 10.64%-15.8pp | -0.04%-5.1pp |
| Employer contribution / active EE | $3,778 | $2,436+55.1% | $3,379+11.8% | $2,405+57.1% |
| Participant deferral / active EE | $13,312 | $6,249+113.0% | $5,565+139.2% | $3,739+256.1% |
| Admin fee / account holder | $80 | $72+10.9% | $7,540-98.9% | $102-21.5% |