Filed October 29, 2008 (most recent of 3 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 | $429,808 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $234,662 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $27,300 |
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 | $74,768 | $68,110+9.8% | $155,556-51.9% | $99,313-24.7% |
| Participation rate | 97.1% | 67.8%+29.3pp | 78.2%+18.9pp | 71.7%+25.4pp |
| Annual return | 15.18% | 16.16%-1.0pp | 64.84%-49.7pp | 17.67%-2.5pp |
| Employer contribution / active EE | $2,913 | $2,291+27.2% | $4,675-37.7% | $3,264-10.8% |
| Participant deferral / active EE | $5,746 | $3,865+48.7% | $5,631+2.0% | $5,346+7.5% |
| Admin fee / account holder | $78 | $94-17.2% | $15,885-99.5% | $109-28.7% |