Filed September 22, 1992
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,970 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $86,138 | $117,928-27.0% | $78,002+10.4% | $65,292+31.9% |
| Participation rate | 81.1% | 85.6%-4.5pp | 75.5%+5.5pp | 72.4%+8.6pp |
| Annual return | 70.29% | 11.37%+58.9pp | 425.99%-355.7pp | 11.84%+58.4pp |
| Employer contribution / active EE | $2,467 | $3,999-38.3% | $2,470-0.1% | $2,302+7.2% |
| Participant deferral / active EE | $2,770 | $5,945-53.4% | $3,497-20.8% | $3,579-22.6% |
| Admin fee / account holder | $27 | $66-59.9% | $5,481-99.5% | $57-53.7% |