Filed October 18, 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) | $2,248,624 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $260,069 |
MERCER2 years Filed as: MERCER, LLC Service code 31 · EIN 30-0282430 | Named fiduciary | $90,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$126,005 |
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 | $168,902 | $152,104+11.0% | $184,256-8.3% | $106,553+58.5% |
| Participation rate | 87.5% | 85.9%+1.6pp | 86.8%+0.7pp | 69.8%+17.7pp |
| Annual return | -3.18% | 20.70%-23.9pp | 28.85%-32.0pp | 17.37%-20.5pp |
| Employer contribution / active EE | $5,115 | $5,326-4.0% | $6,427-20.4% | $3,359+52.3% |
| Participant deferral / active EE | $9,086 | $8,559+6.2% | $9,133-0.5% | $5,562+63.3% |
| Admin fee / account holder | $45 | $103-56.0% | $13,899-99.7% | $80-43.4% |