Filed March 27, 2000
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,154 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $111,943 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,810 | $122,585+20.6% | $184,256-19.8% | $200,096-26.1% |
| Participation rate | 97.4% | 86.9%+10.4pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 14.59% | 144.12%-129.5pp | 28.85%-14.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $7,197 | $4,571+57.4% | $6,427+12.0% | $3,038+136.9% |
| Participant deferral / active EE | $8,139 | $7,972+2.1% | $9,133-10.9% | $5,090+59.9% |
| Admin fee / account holder | $60 | $120-50.1% | $13,899-99.6% | $269-77.7% |