Filed February 1, 1998
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $353,040 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $334,739 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $64,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,628 | $68,110+243.0% | $155,556+50.2% | $99,313+135.2% |
| Participation rate | 58.4% | 67.8%-9.4pp | 78.2%-19.8pp | 71.7%-13.3pp |
| Annual return | 16.80% | 16.16%+0.6pp | 64.84%-48.0pp | 17.67%-0.9pp |
| Employer contribution / active EE | $2,754 | $2,291+20.2% | $4,675-41.1% | $3,264-15.6% |
| Participant deferral / active EE | $9,738 | $3,865+152.0% | $5,631+72.9% | $5,346+82.2% |
| Admin fee / account holder | $99 | $94+5.1% | $15,885-99.4% | $109-9.5% |