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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $359,201 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$56,619 |
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 | $127,946 | $159,391-19.7% | $102,460+24.9% | $99,313+28.8% |
| Participation rate | 97.0% | 88.6%+8.4pp | 76.5%+20.5pp | 71.7%+25.3pp |
| Annual return | 14.64% | 19.03%-4.4pp | 29.47%-14.8pp | 17.67%-3.0pp |
| Employer contribution / active EE | $5,264 | $4,207+25.1% | $3,025+74.0% | $3,264+61.3% |
| Participant deferral / active EE | $5,812 | $7,498-22.5% | $5,056+14.9% | $5,346+8.7% |
| Admin fee / account holder | $28 | $159-82.3% | $9,460-99.7% | $109-74.2% |