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 | $311,967 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,377 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,031 | $130,052-40.0% | $86,717-10.0% | $77,906+0.2% |
| Participation rate | 97.1% | 85.9%+11.2pp | 76.6%+20.5pp | 73.7%+23.4pp |
| Annual return | -17.57% | -12.73%-4.8pp | 35.97%-53.5pp | 12.16%-29.7pp |
| Employer contribution / active EE | $4,494 | $3,214+39.8% | $2,837+58.4% | $2,846+57.9% |
| Participant deferral / active EE | $6,775 | $5,741+18.0% | $4,657+45.5% | $4,805+41.0% |
| Admin fee / account holder | $72 | $132-45.1% | $7,494-99.0% | $133-45.4% |