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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $363,230 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $137,111 |
HYAS GROUP, LLC1 year Filed as: HYAS GROUP Service code 27 · EIN 26-2924761 | Advisory (Plan) | $67,912 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $23,600 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $13,583 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,160 | $85,635+143.1% | $123,894+68.0% | $63,975+225.4% |
| Participation rate | 87.2% | 74.9%+12.3pp | 81.4%+5.8pp | 71.1%+16.1pp |
| Annual return | 8.75% | 15.74%-7.0pp | 47.52%-38.8pp | 48.65%-39.9pp |
| Employer contribution / active EE | $2,454 | $3,076-20.2% | $4,617-46.9% | $2,182+12.5% |
| Participant deferral / active EE | $14,859 | $5,667+162.2% | $5,984+148.3% | $3,356+342.7% |
| Admin fee / account holder | $34 | $75-54.9% | $8,357-99.6% | $70-52.0% |