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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $647,878 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $371,120 |
Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP1 year Filed as: GREERWALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $31,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $91,784 | $225,491-59.3% | $98,462-6.8% | $96,393-4.8% |
| Participation rate | 90.4% | 87.3%+3.1pp | 75.2%+15.3pp | 71.3%+19.2pp |
| Annual return | 33.20% | 19.53%+13.7pp | 21.20%+12.0pp | 22.88%+10.3pp |
| Employer contribution / active EE | $3,408 | $8,386-59.4% | $3,049+11.8% | $3,239+5.2% |
| Participant deferral / active EE | $4,755 | $10,872-56.3% | $4,738+0.4% | $5,455-12.8% |
| Admin fee / account holder | $96 | $87+9.8% | $8,875-98.9% | $74+29.3% |