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 | $28,066 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,736 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $70,668 | $176,471-60.0% | $95,968-26.4% | $90,274-21.7% |
| Participation rate | 88.4% | 86.6%+1.8pp | 77.1%+11.3pp | 73.4%+15.1pp |
| Annual return | 19.98% | 20.15%-0.2pp | 91.65%-71.7pp | 53.97%-34.0pp |
| Employer contribution / active EE | $819 | $2,783-70.6% | $2,542-67.8% | $2,523-67.5% |
| Participant deferral / active EE | $3,352 | $5,325-37.0% | $4,167-19.5% | $4,231-20.8% |
| Admin fee / account holder | $74 | $154-51.9% | $6,798-98.9% | $114-35.0% |