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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,986,534 |
Service code 37 · EIN 04-2647786 | Loan Processing | $505,854 |
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 | $160,677 | $143,889+11.7% | $189,534-15.2% | $106,520+50.8% |
| Participation rate | 88.7% | 89.1%-0.4pp | 87.8%+0.9pp | 71.3%+17.4pp |
| Annual return | 17.08% | 17.38%-0.3pp | 555.39%-538.3pp | 19.28%-2.2pp |
| Employer contribution / active EE | $4,902 | $4,416+11.0% | $6,162-20.5% | $2,840+72.6% |
| Participant deferral / active EE | $7,246 | $7,575-4.3% | $8,220-11.9% | $4,948+46.5% |
| Admin fee / account holder | $36 | $98-62.9% | $12,049-99.7% | $75-51.1% |