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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,914,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,515,885 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $135,000 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 61-0736136 | Consulting | $104,633 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,209 | $89,609+23.0% | $392,568-71.9% | $89,609+23.0% |
| Participation rate | 100.0% | 69.6%+30.4pp | 78.1%+21.9pp | 69.6%+30.4pp |
| Annual return | 25.41% | 33.65%-8.2pp | 24.42%+1.0pp | 33.65%-8.2pp |
| Employer contribution / active EE | $6,801 | $2,584+163.2% | $3,783+79.8% | $2,584+163.2% |
| Participant deferral / active EE | $7,419 | $4,222+75.7% | $5,985+24.0% | $4,222+75.7% |
| Admin fee / account holder | $68 | $72-5.4% | $6,260-98.9% | $72-5.4% |