Filed December 19, 1995 (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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,475 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,354 | $125,190-31.0% | $105,624-18.2% | $145,897-40.8% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.9pp |
| Annual return | 9.17% | 225.22%-216.0pp | 116.20%-107.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $31,426 | $3,720+744.7% | $3,168+892.1% | $4,663+574.0% |
| Participant deferral / active EE | $26,702 | $5,716+367.2% | $5,013+432.7% | $6,689+299.2% |
| Admin fee / account holder | $27 | $17,138-99.8% | $10,961-99.8% | $13,390-99.8% |