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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $276,715 |
Filed as: CLEAR INVESTMENT RESEARCH Service code 16 200 GLENDRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Consulting | $70,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,133 |
GREERWALKER LLP1 year Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $26,750 |
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 16 · EIN 34-1213174 | Consulting | $8,907 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $82,004 | $2,226,388-96.3% | $91,004-9.9% | $177,276-53.7% |
| Participation rate | 92.1% | 85.1%+7.0pp | 75.6%+16.5pp | 74.8%+17.3pp |
| Annual return | 10.72% | 20.16%-9.4pp | 4.60%+6.1pp | 21.25%-10.5pp |
| Employer contribution / active EE | $3,124 | $4,139-24.5% | $2,456+27.2% | $2,479+26.0% |
| Participant deferral / active EE | $3,953 | $6,423-38.5% | $3,548+11.4% | $3,881+1.9% |
| Admin fee / account holder | $61 | $1,921-96.8% | $5,417-98.9% | $154-60.2% |