Filed December 19, 2011 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $767,318 |
Service code 37 · EIN 04-2647786 | Loan Processing | $204,450 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $47,425 |
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 | $138,278 | $79,240+74.5% | $117,861+17.3% | $80,976+70.8% |
| Participation rate | 96.3% | 68.1%+28.2pp | 79.7%+16.7pp | 68.3%+28.1pp |
| Annual return | 17.28% | 34.09%-16.8pp | 335.11%-317.8pp | 22.91%-5.6pp |
| Employer contribution / active EE | $4,285 | $2,142+100.0% | $3,786+13.2% | $2,402+78.4% |
| Participant deferral / active EE | $7,311 | $3,102+135.7% | $4,482+63.1% | $3,848+90.0% |
| Admin fee / account holder | $82 | $65+26.5% | $8,021-99.0% | $67+21.9% |