Filed November 2, 2004 (most recent of 3 filings on file)
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$382,739 |
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 | $69,923 | $82,422-15.2% | $67,652+3.4% | $67,505+3.6% |
| Participation rate | 97.8% | 84.2%+13.6pp | 75.7%+22.1pp | 71.2%+26.6pp |
| Annual return | 1.28% | 12.72%-11.4pp | 6625.40%-6624.1pp | 6.52%-5.2pp |
| Employer contribution / active EE | $3,972 | $2,879+38.0% | $2,266+75.3% | $2,173+82.8% |
| Participant deferral / active EE | $3,091 | $5,020-38.4% | $3,560-13.2% | $3,597-14.1% |
| Admin fee / account holder | -$23 | $53-142.8% | $4,821-100.5% | $56-140.6% |