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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $387,799 |
Service code 37 · EIN 04-2647786 | Loan Processing | $212,207 |
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 | $93,356 | $106,087-12.0% | $86,717+7.7% | $78,104+19.5% |
| Participation rate | 97.3% | 89.6%+7.7pp | 76.6%+20.7pp | 74.5%+22.8pp |
| Annual return | -16.36% | -14.87%-1.5pp | 35.97%-52.3pp | 10.90%-27.3pp |
| Employer contribution / active EE | $2,772 | $4,110-32.6% | $2,837-2.3% | $3,128-11.4% |
| Participant deferral / active EE | $5,109 | $6,851-25.4% | $4,657+9.7% | $5,089+0.4% |
| Admin fee / account holder | $53 | $81-35.0% | $7,494-99.3% | $79-33.1% |