Filed March 25, 2002
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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $12,169 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $4,553 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,138 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $134,733 | $89,282+50.9% | $94,677+42.3% | $74,478+80.9% |
| Participation rate | 98.6% | 82.4%+16.1pp | 80.8%+17.7pp | 70.7%+27.8pp |
| Annual return | 16.66% | 25.96%-9.3pp | 156.95%-140.3pp | 34.37%-17.7pp |
| Employer contribution / active EE | $6,012 | $3,022+98.9% | $3,673+63.7% | $2,637+128.0% |
| Participant deferral / active EE | $7,178 | $8,425-14.8% | $7,418-3.2% | $4,530+58.5% |
| Admin fee / account holder | $10 | $219-95.4% | $7,222-99.9% | $347-97.1% |