Filed March 1, 2000
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) | $214,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $90,947 |
Service code 16 · EIN 43-1451524 | Consulting | $24,000 |
Filed as: PICKETT, CHANEY & MC Service code 10 · EIN 48-1246310 | Accounting | $9,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,958 | $84,000-34.6% | $119,628-54.1% | $77,906-29.5% |
| Participation rate | 96.6% | 77.8%+18.8pp | 79.3%+17.4pp | 73.7%+22.9pp |
| Annual return | -19.48% | -11.59%-7.9pp | -14.98%-4.5pp | 12.16%-31.6pp |
| Employer contribution / active EE | $2,852 | $2,907-1.9% | $4,232-32.6% | $2,846+0.2% |
| Participant deferral / active EE | $5,147 | $4,705+9.4% | $5,601-8.1% | $4,805+7.1% |
| Admin fee / account holder | $66 | $116-42.7% | $10,330-99.4% | $133-50.0% |