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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $931,036 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $185,290 |
Service code 16 · EIN 62-1700796 | Consulting | $84,743 |
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 | $154,480 | $46,969+228.9% | $154,110+0.2% | $73,367+110.6% |
| Participation rate | 73.0% | 72.4%+0.6pp | 83.0%-10.0pp | 69.5%+3.5pp |
| Annual return | -3.27% | 821.68%-824.9pp | 735.22%-738.5pp | 173.45%-176.7pp |
| Employer contribution / active EE | $4,238 | $1,723+145.9% | $5,298-20.0% | $2,499+69.6% |
| Participant deferral / active EE | $9,977 | $3,162+215.5% | $5,081+96.4% | $4,033+147.4% |
| Admin fee / account holder | $105 | $47+125.8% | $13,412-99.2% | $68+53.9% |