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 | $683,927 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,282 |
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 | $104,051 | $91,937+13.2% | $59,899+73.7% | $68,904+51.0% |
| Participation rate | 35.6% | 74.4%-38.8pp | 74.7%-39.1pp | 74.1%-38.5pp |
| Annual return | -3.04% | -3.10%+0.1pp | 3.46%-6.5pp | 1.07%-4.1pp |
| Employer contribution / active EE | $2,880 | $4,347-33.7% | $2,723+5.8% | $2,540+13.4% |
| Participant deferral / active EE | $5,559 | $3,817+45.6% | $3,403+63.4% | $4,015+38.4% |
| Admin fee / account holder | $44 | $27+64.9% | $3,592-98.8% | $71-38.2% |