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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $340,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $334,285 |
HYAS GROUP, LLC2 years Filed as: HYAS Service code 27 · EIN 26-2924761 | Advisory (Plan) | $83,192 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $37,000 |
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 | $311,888 | $107,415+190.4% | $135,998+129.3% | $80,187+289.0% |
| Participation rate | 97.1% | 78.0%+19.1pp | 81.9%+15.2pp | 72.9%+24.2pp |
| Annual return | 22.34% | 91.99%-69.7pp | 68.37%-46.0pp | 40.40%-18.1pp |
| Employer contribution / active EE | $2,976 | $3,878-23.3% | $4,860-38.8% | $2,980-0.1% |
| Participant deferral / active EE | $23,254 | $8,189+184.0% | $7,761+199.6% | $5,016+363.6% |
| Admin fee / account holder | $77 | $127-39.0% | $10,769-99.3% | $145-46.6% |