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 | $97,553 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,788 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,976 | $144,879-17.9% | $111,319+6.9% | $93,010+27.9% |
| Participation rate | 83.0% | 86.1%-3.2pp | 77.3%+5.7pp | 73.9%+9.1pp |
| Annual return | 25.16% | 18.11%+7.1pp | 54.68%-29.5pp | 158.70%-133.5pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $4,772 | $5,576-14.4% | $4,488+6.3% | $4,561+4.6% |
| Admin fee / account holder | $29 | $104-72.5% | $7,966-99.6% | $152-81.2% |