Filed December 15, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,980 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,036 |
Filed as: AXA ADVISORS, LLC DBA EQUITABLE ADV Service code 27 · EIN 13-4071393 4801 GAILLARDIA PARKWAY · OKLAHOMA CITY, OK 73142 | Advisory (Plan) | $8,700 |
Filed as: MILLENNIUM INVESTMENTS & RETIREMENT Service code 20 3540 TORINGDON WAY · CHARLOTTE, NC 28277 | Trustee (individual) | $8,613 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,337 | $47,163+4.6% | $149,696-67.0% | $74,460-33.7% |
| Participation rate | 79.6% | 63.4%+16.2pp | 78.8%+0.8pp | 70.7%+8.9pp |
| Annual return | 21.31% | 22.75%-1.4pp | 134.46%-113.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $1,479 | $1,907-22.4% | $4,821-69.3% | $2,638-43.9% |
| Participant deferral / active EE | $3,048 | $2,730+11.7% | $5,682-46.3% | $4,530-32.7% |
| Admin fee / account holder | $81 | $343-76.4% | $13,212-99.4% | $348-76.7% |