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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $277,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,600 |
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 | $78,358 | $96,261-18.6% | $76,768+2.1% | $68,904+13.7% |
| Participation rate | 97.3% | 87.0%+10.3pp | 77.0%+20.3pp | 74.1%+23.1pp |
| Annual return | -4.13% | -0.85%-3.3pp | 2.43%-6.6pp | 1.07%-5.2pp |
| Employer contribution / active EE | $3,178 | $3,303-3.8% | $2,485+27.9% | $2,540+25.1% |
| Participant deferral / active EE | $3,593 | $5,537-35.1% | $3,852-6.7% | $4,015-10.5% |
| Admin fee / account holder | $30 | $73-59.0% | $6,676-99.6% | $71-58.1% |