Filed July 27, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,805 |
Service code 16 · EIN 22-3189064 | Consulting | $58,362 |
MORISON COGEN LLP1 year Filed as: MORISON COGEN Service code 16 · EIN 23-1406493 | Consulting | $28,116 |
STEVENS & LEE1 year Filed as: STEVENS AND LEE Service code 16 · EIN 23-1886296 | Consulting | $11,863 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $8,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,376 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,557 | $78,852+38.9% | $76,768+42.7% | $75,289+45.5% |
| Participation rate | 91.2% | 85.0%+6.3pp | 77.0%+14.3pp | 72.4%+18.8pp |
| Annual return | -4.45% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,911 | $2,794+4.2% | $2,485+17.1% | $2,405+21.1% |
| Participant deferral / active EE | $6,677 | $4,800+39.1% | $3,852+73.4% | $3,739+78.6% |
| Admin fee / account holder | $47 | $79-40.5% | $6,676-99.3% | $102-54.0% |