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 | $84,788 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,683 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,352 | $99,212-55.3% | $96,564-54.1% | $74,478-40.4% |
| Participation rate | 87.5% | 80.7%+6.9pp | 76.0%+11.6pp | 70.7%+16.8pp |
| Annual return | 25.92% | 22.40%+3.5pp | 25.89%0pp | 34.37%-8.5pp |
| Employer contribution / active EE | $2,890 | $2,569+12.5% | $2,967-2.6% | $2,637+9.6% |
| Participant deferral / active EE | $3,369 | $4,938-31.8% | $4,852-30.6% | $4,530-25.6% |
| Admin fee / account holder | $73 | $225-67.7% | $8,256-99.1% | $347-79.1% |