Filed April 24, 1995 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $267,649 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,138 | $144,879-27.4% | $111,319-5.6% | $93,010+13.0% |
| Participation rate | 97.2% | 86.1%+11.1pp | 77.3%+19.9pp | 73.9%+23.3pp |
| Annual return | 14.23% | 18.11%-3.9pp | 54.68%-40.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $4,465 | $3,052+46.3% | $2,732+63.5% | $2,705+65.1% |
| Participant deferral / active EE | $7,925 | $5,576+42.1% | $4,488+76.6% | $4,561+73.8% |
| Admin fee / account holder | $69 | $104-33.3% | $7,966-99.1% | $152-54.5% |