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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $507,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,881 |
ALIGHT SOLUTIONS LLC1 year Service code 13 · EIN 36-2235791 | Contract Administrator | $9,900 |
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 | $851,835 | $96,188+785.6% | $76,030+1020.4% | $99,313+757.7% |
| Participation rate | 99.8% | 72.7%+27.1pp | 69.1%+30.7pp | 71.7%+28.1pp |
| Annual return | 14.34% | 16.48%-2.1pp | 361.54%-347.2pp | 17.67%-3.3pp |
| Employer contribution / active EE | $25,949 | $3,167+719.3% | $2,688+865.5% | $3,264+694.9% |
| Participant deferral / active EE | $25,345 | $4,842+423.4% | $4,257+495.3% | $5,346+374.1% |
| Admin fee / account holder | $85 | $87-3.2% | $6,421-98.7% | $109-22.6% |