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 | $562,391 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $223,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,807 | $127,246+18.5% | $75,728+99.1% | $101,555+48.5% |
| Participation rate | 42.3% | 76.6%-34.3pp | 74.8%-32.5pp | 74.5%-32.3pp |
| Annual return | 13.35% | 14.35%-1.0pp | 104.66%-91.3pp | 21.00%-7.7pp |
| Employer contribution / active EE | $3,047 | $4,333-29.7% | $2,743+11.1% | $2,972+2.5% |
| Participant deferral / active EE | $6,641 | $4,639+43.2% | $3,820+73.9% | $4,874+36.3% |
| Admin fee / account holder | $48 | $42+15.3% | $3,620-98.7% | $139-65.7% |