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 | $740,060 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,867 | $98,180+11.9% | $63,018+74.3% | $177,276-38.0% |
| Participation rate | 35.5% | 75.3%-39.9pp | 74.8%-39.3pp | 74.8%-39.4pp |
| Annual return | 15.19% | 16.81%-1.6pp | 87.63%-72.4pp | 21.25%-6.1pp |
| Employer contribution / active EE | $2,726 | $3,885-29.8% | $2,761-1.2% | $2,479+10.0% |
| Participant deferral / active EE | $5,169 | $3,805+35.9% | $3,330+55.2% | $3,881+33.2% |
| Admin fee / account holder | $45 | $31+46.0% | $3,601-98.7% | $154-70.5% |