Filed July 1, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $20,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,127 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,162 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,195 | $89,436+102.6% | $164,813+9.9% | $77,643+133.4% |
| Participation rate | 77.3% | 78.6%-1.3pp | 78.6%-1.3pp | 70.6%+6.7pp |
| Annual return | 16.39% | 28.83%-12.4pp | 69.93%-53.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,681 | $2,569-34.6% | $4,341-61.3% | $2,726-38.3% |
| Participant deferral / active EE | $7,675 | $4,897+56.7% | $6,031+27.2% | $4,647+65.1% |
| Admin fee / account holder | $134 | $339-60.6% | $12,690-98.9% | $430-68.9% |