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 | $563,833 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $232,389 |
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 | $127,209 | $95,445+33.3% | $60,919+108.8% | $78,104+62.9% |
| Participation rate | 41.3% | 72.5%-31.2pp | 73.1%-31.8pp | 74.5%-33.2pp |
| Annual return | -12.67% | -12.21%-0.5pp | 16.98%-29.6pp | 10.90%-23.6pp |
| Employer contribution / active EE | $2,922 | $3,900-25.1% | $2,704+8.1% | $3,128-6.6% |
| Participant deferral / active EE | $6,562 | $4,558+44.0% | $3,814+72.0% | $5,089+29.0% |
| Admin fee / account holder | $49 | $46+6.2% | $3,226-98.5% | $79-38.5% |