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 | $352,388 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $292,050 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $32,250 |
Service code 16 · EIN 43-1451524 | Consulting | $16,250 |
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 | $209,477 | $59,312+253.2% | $149,740+39.9% | $103,657+102.1% |
| Participation rate | 68.2% | 70.3%-2.1pp | 78.8%-10.6pp | 73.4%-5.2pp |
| Annual return | 20.59% | 78.03%-57.4pp | 134.51%-113.9pp | 33.13%-12.5pp |
| Employer contribution / active EE | $3,292 | $2,187+50.5% | $4,821-31.7% | $3,216+2.4% |
| Participant deferral / active EE | $10,776 | $3,719+189.7% | $5,683+89.6% | $5,218+106.5% |
| Admin fee / account holder | $91 | $103-11.8% | $13,222-99.3% | $114-20.7% |