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 | $611,576 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,149 |
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 | $136,521 | $113,699+20.1% | $70,492+93.7% | $93,223+46.4% |
| Participation rate | 44.7% | 77.8%-33.1pp | 75.1%-30.3pp | 74.9%-30.2pp |
| Annual return | 13.28% | 14.93%-1.7pp | 109.16%-95.9pp | 19.29%-6.0pp |
| Employer contribution / active EE | $3,124 | $3,991-21.7% | $2,738+14.1% | $2,680+16.6% |
| Participant deferral / active EE | $6,533 | $4,485+45.7% | $3,711+76.1% | $4,563+43.2% |
| Admin fee / account holder | $47 | $40+17.0% | $3,848-98.8% | $79-40.3% |