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) | $93,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,181 |
BAY COLONY ADVISORS1 year Filed as: BAY MUTUAL FINANCIAL, LLC Service code 70 · EIN 38-3694155 | Consulting Fees | $11,925 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $10,763 |
Form 5500 reported that benefits due were not provided when due.
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 | $119,419 | $62,543+90.9% | $83,327+43.3% | $55,727+114.3% |
| Participation rate | 97.8% | 78.4%+19.4pp | 77.8%+20.1pp | 70.9%+27.0pp |
| Annual return | -5.00% | 14.85%-19.9pp | 10.64%-15.6pp | 244.94%-249.9pp |
| Employer contribution / active EE | $2,694 | $2,427+11.0% | $3,379-20.3% | $2,078+29.6% |
| Participant deferral / active EE | $7,166 | $5,682+26.1% | $5,565+28.8% | $3,356+113.6% |
| Admin fee / account holder | $124 | $103+20.0% | $7,540-98.4% | $115+7.4% |