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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $418,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $746,194 | $86,649+761.2% | $70,589+957.1% | $103,657+619.9% |
| Participation rate | 98.3% | 72.0%+26.3pp | 68.4%+30.0pp | 73.4%+24.9pp |
| Annual return | 18.59% | 25.21%-6.6pp | 32.80%-14.2pp | 33.13%-14.5pp |
| Employer contribution / active EE | $24,252 | $3,068+690.4% | $2,977+714.6% | $3,216+654.2% |
| Participant deferral / active EE | $23,834 | $4,866+389.9% | $4,569+421.6% | $5,218+356.8% |
| Admin fee / account holder | $68 | $89-23.7% | $6,430-98.9% | $114-40.7% |