Filed December 25, 2013
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 | $40,205 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,913 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,345 | $105,173-38.8% | $87,102-26.1% | $77,775-17.3% |
| Participation rate | 86.6% | 85.8%+0.8pp | 76.9%+9.7pp | 73.2%+13.3pp |
| Annual return | 22.34% | 24.52%-2.2pp | 28.19%-5.9pp | 32.58%-10.2pp |
| Employer contribution / active EE | $877 | $2,890-69.6% | $2,521-65.2% | $2,504-65.0% |
| Participant deferral / active EE | $3,567 | $5,048-29.3% | $4,048-11.9% | $3,966-10.1% |
| Admin fee / account holder | $83 | $105-21.0% | $7,493-98.9% | $100-17.5% |