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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,467,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,401,026 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $145,726 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 61-0736136 | Consulting | $53,550 |
KEITER3 years Service code 16 · EIN 54-1631262 | Consulting | $5,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,046 | $73,367+25.5% | $106,387-13.5% | $73,367+25.5% |
| Participation rate | 99.9% | 69.5%+30.5pp | 77.5%+22.5pp | 69.5%+30.5pp |
| Annual return | -5.76% | 173.45%-179.2pp | 0.25%-6.0pp | 173.45%-179.2pp |
| Employer contribution / active EE | $6,854 | $2,499+174.3% | $3,520+94.7% | $2,499+174.3% |
| Participant deferral / active EE | $7,273 | $4,033+80.3% | $5,421+34.1% | $4,033+80.3% |
| Admin fee / account holder | $60 | $68-11.8% | $7,510-99.2% | $68-11.8% |