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) | $94,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,958 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $21,000 |
BAY COLONY ADVISORS2 years Filed as: BAY MUTUAL FINANCIAL Service code 16 · EIN 38-3694155 | Consulting | $15,750 |
KING & SPALDING LLP1 year Service code 29 · EIN 58-0520153 | Legal | $10,599 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,683 | $65,592+88.6% | $90,161+37.2% | $69,634+77.6% |
| Participation rate | 97.5% | 77.6%+19.8pp | 76.9%+20.6pp | 70.7%+26.8pp |
| Annual return | 13.42% | 57.10%-43.7pp | 34.89%-21.5pp | 27572.26%-27558.8pp |
| Employer contribution / active EE | $2,580 | $2,193+17.7% | $3,318-22.2% | $2,032+27.0% |
| Participant deferral / active EE | $6,782 | $5,257+29.0% | $5,287+28.3% | $3,224+110.4% |
| Admin fee / account holder | $142 | $86+65.8% | $5,943-97.6% | $110+28.6% |