Filed June 21, 2006
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,047 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 16 P.O. BOX 748369 · LOS ANGELES, CA 90074 | Consulting | $41,505 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTANTS, INC. Service code 10 2377 CRENSHAW BLVD · TORRANCE, CA 90501 | Accounting | $36,418 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,877 | $100,921+12.8% | $82,312+38.3% | $177,276-35.8% |
| Participation rate | 83.1% | 86.9%-3.9pp | 76.9%+6.2pp | 74.8%+8.3pp |
| Annual return | 20.91% | 20.33%+0.6pp | 25.88%-5.0pp | 21.25%-0.3pp |
| Employer contribution / active EE | $1,352 | $3,145-57.0% | $2,428-44.3% | $2,479-45.5% |
| Participant deferral / active EE | $5,780 | $5,192+11.3% | $3,706+56.0% | $3,881+49.0% |
| Admin fee / account holder | $38 | $64-40.5% | $5,608-99.3% | $154-75.2% |