Filed June 25, 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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,725,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,404,773 |
MERCER3+ years Filed as: MERCER INVESTMENT CO Service code 16 · EIN 61-0736136 | Consulting | $119,505 |
FED EX OFFICE1 year Service code 38 · EIN 77-0433330 | Participant Communication | $44,137 |
KEITER2 years Service code 10 · EIN 54-1631262 | Accounting | $27,847 |
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 | $97,037 | $80,976+19.8% | $115,752-16.2% | $80,976+19.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 77.8%+22.2pp | 68.3%+31.7pp |
| Annual return | 19.43% | 22.91%-3.5pp | 19.41%0pp | 22.91%-3.5pp |
| Employer contribution / active EE | $6,310 | $2,402+162.7% | $3,492+80.7% | $2,402+162.7% |
| Participant deferral / active EE | $6,495 | $3,848+68.8% | $5,204+24.8% | $3,848+68.8% |
| Admin fee / account holder | $66 | $67-2.9% | $6,278-99.0% | $67-2.9% |