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 | $92,977 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,985 | $144,879-71.0% | $111,319-62.3% | $93,010-54.9% |
| Participation rate | 57.4% | 86.1%-28.8pp | 77.3%-20.0pp | 73.9%-16.5pp |
| Annual return | 17.28% | 18.11%-0.8pp | 54.68%-37.4pp | 158.70%-141.4pp |
| Employer contribution / active EE | $1,212 | $3,052-60.3% | $2,732-55.6% | $2,705-55.2% |
| Participant deferral / active EE | $1,466 | $5,576-73.7% | $4,488-67.3% | $4,561-67.9% |
| Admin fee / account holder | $79 | $104-23.8% | $7,966-99.0% | $152-48.0% |