Filed March 29, 2006 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160,427 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,431 |
Form 5500 reported that benefits due were not provided when due.
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 | $93,941 | $78,852+19.1% | $76,768+22.4% | $75,289+24.8% |
| Participation rate | 85.2% | 85.0%+0.2pp | 77.0%+8.2pp | 72.4%+12.8pp |
| Annual return | 17.22% | -1.29%+18.5pp | 2.43%+14.8pp | -0.04%+17.3pp |
| Employer contribution / active EE | $2,827 | $2,794+1.2% | $2,485+13.7% | $2,405+17.5% |
| Participant deferral / active EE | $4,342 | $4,800-9.5% | $3,852+12.7% | $3,739+16.1% |
| Admin fee / account holder | $33 | $79-58.0% | $6,676-99.5% | $102-67.6% |