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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $318,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,670 |
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 | $112,950 | $118,464-4.7% | $96,564+17.0% | $103,657+9.0% |
| Participation rate | 97.8% | 89.0%+8.8pp | 76.0%+21.8pp | 73.4%+24.4pp |
| Annual return | 19.50% | 18.79%+0.7pp | 25.89%-6.4pp | 33.13%-13.6pp |
| Employer contribution / active EE | $4,369 | $4,210+3.8% | $2,967+47.2% | $3,216+35.9% |
| Participant deferral / active EE | $5,634 | $7,277-22.6% | $4,852+16.1% | $5,218+8.0% |
| Admin fee / account holder | $34 | $81-57.9% | $8,256-99.6% | $114-70.1% |