Filed June 15, 2006 (most recent of 4 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 | $1,310,408 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,417 | $91,420+5.5% | $57,196+68.6% | $65,292+47.7% |
| Participation rate | 21.0% | 72.6%-51.6pp | 75.3%-54.3pp | 72.4%-51.4pp |
| Annual return | -46.07% | 7.55%-53.6pp | 14.59%-60.7pp | 11.84%-57.9pp |
| Employer contribution / active EE | $5,190 | $3,776+37.5% | $2,683+93.4% | $2,302+125.5% |
| Participant deferral / active EE | $10,056 | $3,512+186.3% | $3,096+224.8% | $3,579+181.0% |
| Admin fee / account holder | $74 | $22+240.2% | $3,141-97.6% | $57+29.3% |