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 | $304,789 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $265,780 |
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 | $133,442 | $111,545+19.6% | $64,110+108.1% | $103,657+28.7% |
| Participation rate | 38.3% | 74.9%-36.7pp | 72.3%-34.1pp | 73.4%-35.1pp |
| Annual return | 15.40% | 17.80%-2.4pp | 33.75%-18.4pp | 33.13%-17.7pp |
| Employer contribution / active EE | $3,195 | $4,573-30.1% | $2,751+16.2% | $3,216-0.6% |
| Participant deferral / active EE | $7,030 | $4,715+49.1% | $3,883+81.1% | $5,218+34.7% |
| Admin fee / account holder | $33 | $45-27.6% | $3,071-98.9% | $114-71.4% |