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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,034,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669,474 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 61-0736136 | Consulting | $1,755,856 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $135,000 |
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 | $151,996 | $106,520+42.7% | $453,569-66.5% | $106,520+42.7% |
| Participation rate | 99.6% | 71.3%+28.3pp | 78.0%+21.6pp | 71.3%+28.3pp |
| Annual return | 18.35% | 19.28%-0.9pp | 64.43%-46.1pp | 19.28%-0.9pp |
| Employer contribution / active EE | $8,035 | $2,840+182.9% | $4,072+97.3% | $2,840+182.9% |
| Participant deferral / active EE | $9,266 | $4,948+87.3% | $6,211+49.2% | $4,948+87.3% |
| Admin fee / account holder | $260 | $75+249.5% | $11,214-97.7% | $75+249.5% |