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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,963 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $32,288 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 70 · EIN 33-0818667 | Consulting Fees | $16,280 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 49 · EIN 22-1467904 | Other Services | $9,273 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,922 | $69,231+109.3% | $91,994+57.5% | $67,584+114.4% |
| Participation rate | 97.5% | 78.9%+18.6pp | 78.6%+18.9pp | 71.3%+26.3pp |
| Annual return | 19.34% | 32.03%-12.7pp | 69.04%-49.7pp | 378.59%-359.2pp |
| Employer contribution / active EE | $2,642 | $2,284+15.7% | $3,453-23.5% | $2,148+23.0% |
| Participant deferral / active EE | $7,383 | $5,854+26.1% | $5,924+24.6% | $3,540+108.6% |
| Admin fee / account holder | $186 | $107+72.8% | $7,744-97.6% | $142+30.4% |