Filed June 18, 1996 (most recent of 2 filings on file)
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $345,277 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $123,181 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $803,465 | $107,339+648.5% | $85,708+837.4% | $101,555+691.2% |
| Participation rate | 99.9% | 73.0%+27.0pp | 69.9%+30.1pp | 74.5%+25.4pp |
| Annual return | 14.48% | 20.15%-5.7pp | 21.49%-7.0pp | 21.00%-6.5pp |
| Employer contribution / active EE | $24,001 | $3,291+629.3% | $2,618+816.7% | $2,972+707.6% |
| Participant deferral / active EE | $22,575 | $4,375+416.0% | $3,922+475.6% | $4,874+363.2% |
| Admin fee / account holder | $76 | $106-28.5% | $6,876-98.9% | $139-45.5% |