Filed April 7, 2008 (most recent of 2 filings on file)
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $415,062 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $285,004 |
HYAS GROUP, LLC1 year Filed as: THE HYAS GROUP Service code 27 · EIN 26-2924761 | Advisory (Plan) | $102,813 |
TRUCKER HUSS9 years Service code 29 · EIN 94-3216063 | Legal | $37,500 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $32,602 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,132 | $122,128+204.7% | $147,117+153.0% | $200,096+86.0% |
| Participation rate | 96.5% | 78.2%+18.3pp | 82.2%+14.3pp | 72.0%+24.5pp |
| Annual return | 19.54% | 30.58%-11.0pp | 420.54%-401.0pp | 34.26%-14.7pp |
| Employer contribution / active EE | $3,442 | $4,093-15.9% | $4,932-30.2% | $3,038+13.3% |
| Participant deferral / active EE | $27,844 | $8,484+228.2% | $8,065+245.3% | $5,090+447.0% |
| Admin fee / account holder | $88 | $180-50.8% | $12,993-99.3% | $269-67.2% |