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 | $623,148 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $263,412 |
Service code 16 · EIN 62-1700796 | Consulting | $173,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $186,438 | $58,202+220.3% | $172,757+7.9% | $89,609+108.1% |
| Participation rate | 74.6% | 72.8%+1.7pp | 82.6%-8.1pp | 69.6%+5.0pp |
| Annual return | 24.22% | 61.59%-37.4pp | 803.06%-778.8pp | 33.65%-9.4pp |
| Employer contribution / active EE | $3,332 | $1,759+89.5% | $5,144-35.2% | $2,584+29.0% |
| Participant deferral / active EE | $10,727 | $3,335+221.7% | $5,198+106.4% | $4,222+154.1% |
| Admin fee / account holder | $90 | $53+71.7% | $13,956-99.4% | $72+26.0% |