Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $189,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $89,156 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $33,000 |
MERCER5 years Filed as: MERCER LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $12,377 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,609 | $110,258+39.3% | $102,460+49.9% | $200,096-23.2% |
| Participation rate | 96.4% | 86.3%+10.1pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 12.41% | 35.78%-23.4pp | 29.47%-17.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $4,984 | $3,605+38.3% | $3,025+64.7% | $3,038+64.1% |
| Participant deferral / active EE | $8,316 | $6,377+30.4% | $5,056+64.5% | $5,090+63.4% |
| Admin fee / account holder | $110 | $122-9.7% | $9,460-98.8% | $269-59.0% |