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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $251,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$183,523 |
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 | $82,385 | $100,921-18.4% | $82,312+0.1% | $177,276-53.5% |
| Participation rate | 96.7% | 86.9%+9.8pp | 76.9%+19.8pp | 74.8%+21.9pp |
| Annual return | 18.36% | 20.33%-2.0pp | 25.88%-7.5pp | 21.25%-2.9pp |
| Employer contribution / active EE | $3,330 | $3,145+5.9% | $2,428+37.1% | $2,479+34.3% |
| Participant deferral / active EE | $3,686 | $5,192-29.0% | $3,706-0.5% | $3,881-5.0% |
| Admin fee / account holder | $6 | $64-90.5% | $5,608-99.9% | $154-96.0% |