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 | $610,243 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,738 |
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 | $121,642 | $109,303+11.3% | $69,480+75.1% | $82,204+48.0% |
| Participation rate | 35.8% | 74.9%-39.1pp | 74.6%-38.8pp | 73.4%-37.6pp |
| Annual return | 19.47% | 20.08%-0.6pp | 28.99%-9.5pp | 26.31%-6.8pp |
| Employer contribution / active EE | $2,875 | $5,149-44.2% | $2,780+3.4% | $2,707+6.2% |
| Participant deferral / active EE | $5,818 | $4,210+38.2% | $3,537+64.5% | $4,246+37.0% |
| Admin fee / account holder | $43 | $29+49.0% | $3,840-98.9% | $76-42.5% |