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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $190,830 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,013 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,807 | $112,711+17.8% | $170,055-21.9% | $80,187+65.6% |
| Participation rate | 98.1% | 87.4%+10.7pp | 87.0%+11.1pp | 72.9%+25.2pp |
| Annual return | 19.31% | 67.06%-47.7pp | 53.43%-34.1pp | 40.40%-21.1pp |
| Employer contribution / active EE | $6,280 | $4,488+39.9% | $6,790-7.5% | $2,980+110.8% |
| Participant deferral / active EE | $7,069 | $7,861-10.1% | $10,410-32.1% | $5,016+40.9% |
| Admin fee / account holder | $75 | $99-24.4% | $12,828-99.4% | $145-48.2% |