Filed December 18, 2013 (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 | $528,491 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,611 |
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 | $36,441 | $46,516-21.7% | $147,618-75.3% | $69,651-47.7% |
| Participation rate | 85.2% | 65.8%+19.4pp | 84.6%+0.6pp | 66.6%+18.6pp |
| Annual return | 0.36% | 9.48%-9.1pp | 61.98%-61.6pp | 53.77%-53.4pp |
| Employer contribution / active EE | $980 | $1,393-29.6% | $5,564-82.4% | $2,241-56.2% |
| Participant deferral / active EE | $2,860 | $2,719+5.2% | $4,895-41.6% | $3,635-21.3% |
| Admin fee / account holder | $43 | $45-4.3% | $11,612-99.6% | $63-32.2% |