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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,359 |
BCBSA NEBA4+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $18,625 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $18,500 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$59,323 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,781 | $82,546+31.8% | $140,019-22.3% | $75,289+44.5% |
| Participation rate | 99.5% | 88.4%+11.1pp | 87.5%+12.0pp | 72.4%+27.0pp |
| Annual return | -5.67% | -0.36%-5.3pp | 651.19%-656.9pp | -0.04%-5.6pp |
| Employer contribution / active EE | $5,399 | $3,856+40.0% | $5,605-3.7% | $2,405+124.5% |
| Participant deferral / active EE | $5,977 | $5,731+4.3% | $6,927-13.7% | $3,739+59.9% |
| Admin fee / account holder | $9 | $86-89.9% | $10,705-99.9% | $102-91.5% |