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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $351,433 |
GREERWALKER LLP2 years Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $42,000 |
Service code 27 · EIN 46-3868027 | Advisory (Plan) | $33,552 |
FINDLEY4+ years Filed as: FINDLEY DAVIES Service code 16 · EIN 34-1213174 | Consulting | $20,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,388 |
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 | $76,040 | $106,649-28.7% | $80,022-5.0% | $68,904+10.4% |
| Participation rate | 92.6% | 88.1%+4.4pp | 75.8%+16.7pp | 74.1%+18.4pp |
| Annual return | -4.56% | -0.87%-3.7pp | 11.22%-15.8pp | 1.07%-5.6pp |
| Employer contribution / active EE | $3,221 | $4,132-22.0% | $2,468+30.5% | $2,540+26.8% |
| Participant deferral / active EE | $4,210 | $6,395-34.2% | $3,686+14.2% | $4,015+4.9% |
| Admin fee / account holder | $93 | $58+60.9% | $6,521-98.6% | $71+31.1% |