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 | $178,929 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,794 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,486 | $117,238-21.1% | $87,102+6.2% | $82,204+12.5% |
| Participation rate | 84.2% | 87.2%-3.0pp | 76.9%+7.4pp | 73.4%+10.8pp |
| Annual return | 7.53% | 25.80%-18.3pp | 28.19%-20.7pp | 26.31%-18.8pp |
| Employer contribution / active EE | $2,883 | $3,535-18.4% | $2,521+14.3% | $2,707+6.5% |
| Participant deferral / active EE | $4,466 | $5,976-25.3% | $4,048+10.3% | $4,246+5.2% |
| Admin fee / account holder | $37 | $81-54.0% | $7,493-99.5% | $76-50.6% |