Filed September 16, 1994 (most recent of 2 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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $647,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $321,957 |
Service code 16 · EIN 04-3038035 | Consulting | $33,188 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,969 | $225,491-20.2% | $98,462+82.8% | $96,393+86.7% |
| Participation rate | 78.1% | 87.3%-9.3pp | 75.2%+2.9pp | 71.3%+6.8pp |
| Annual return | 22.41% | 19.53%+2.9pp | 21.20%+1.2pp | 22.88%-0.5pp |
| Employer contribution / active EE | $4,237 | $8,386-49.5% | $3,049+39.0% | $3,239+30.8% |
| Participant deferral / active EE | $7,406 | $10,872-31.9% | $4,738+56.3% | $5,455+35.8% |
| Admin fee / account holder | $48 | $87-45.4% | $8,875-99.5% | $74-35.7% |