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 | $899,079 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $303,540 |
Service code 16 · EIN 62-1700796 | Consulting | $247,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,054 | $66,513+178.2% | $178,510+3.7% | $106,273+74.1% |
| Participation rate | 47.2% | 73.8%-26.5pp | 81.9%-34.7pp | 70.8%-23.6pp |
| Annual return | -22.61% | 21.81%-44.4pp | 151.13%-173.7pp | 21.70%-44.3pp |
| Employer contribution / active EE | $1,916 | $1,776+7.9% | $5,011-61.8% | $2,722-29.6% |
| Participant deferral / active EE | $10,570 | $3,679+187.3% | $5,202+103.2% | $4,601+129.7% |
| Admin fee / account holder | $172 | $53+222.0% | $13,988-98.8% | $78+119.7% |