Filed March 27, 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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,565 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $90 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,325 | $68,330+16.1% | $149,740-47.0% | $96,393-17.7% |
| Participation rate | 99.9% | 74.6%+25.3pp | 78.8%+21.2pp | 71.3%+28.7pp |
| Annual return | 15.11% | 29.64%-14.5pp | 134.51%-119.4pp | 22.88%-7.8pp |
| Employer contribution / active EE | $3,784 | $2,139+76.9% | $4,821-21.5% | $3,239+16.8% |
| Participant deferral / active EE | $5,042 | $4,422+14.0% | $5,683-11.3% | $5,455-7.6% |
| Admin fee / account holder | $36 | $52-30.7% | $13,222-99.7% | $74-51.2% |