Filed October 18, 2004
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $828,779 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $273,315 |
BDO USA, LLP5 years Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $79,916 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $71,250 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $16,079 |
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 | $116,052 | $96,807+19.9% | $165,100-29.7% | $106,553+8.9% |
| Participation rate | 96.3% | 79.1%+17.2pp | 78.6%+17.7pp | 69.8%+26.5pp |
| Annual return | 14.60% | 17.39%-2.8pp | 70.21%-55.6pp | 17.37%-2.8pp |
| Employer contribution / active EE | $3,921 | $2,888+35.8% | $4,348-9.8% | $3,359+16.7% |
| Participant deferral / active EE | $7,586 | $5,055+50.1% | $6,035+25.7% | $5,562+36.4% |
| Admin fee / account holder | $77 | $66+16.6% | $12,696-99.4% | $80-3.7% |