Filed July 29, 2006 (most recent of 4 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.1+ years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,851 | $78,781+47.1% | $100,540+15.2% | $73,415+57.8% |
| Participation rate | 49.3% | 80.0%-30.7pp | 79.4%-30.1pp | 72.2%-22.9pp |
| Annual return | 26.24% | 31.69%-5.4pp | 30.90%-4.7pp | 59.30%-33.1pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,419-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,809 | $6,537-26.4% | $6,272-23.3% | $3,806+26.3% |
| Admin fee / account holder | $53 | $145-63.6% | $8,082-99.3% | $158-66.5% |