Filed February 26, 1993
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,906 |
MERCER5 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $128,714 |
ESLER & VANDERSCHAAFF CO., L.P.A6+ years Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $32,647 |
CALVETTI FERGUSON5 years Filed as: CALVETTI FERGUSON, P.C. Service code 10 · EIN 13-4255527 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$374,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $151,204 | $86,936+73.9% | $102,437+47.6% | $99,313+52.2% |
| Participation rate | 55.0% | 81.7%-26.7pp | 74.5%-19.5pp | 71.7%-16.7pp |
| Annual return | 13.24% | 14.99%-1.8pp | 24.95%-11.7pp | 17.67%-4.4pp |
| Employer contribution / active EE | $2,033 | $3,925-48.2% | $3,871-47.5% | $3,264-37.7% |
| Participant deferral / active EE | $4,669 | $3,825+22.1% | $5,060-7.7% | $5,346-12.7% |
| Admin fee / account holder | -$1 | $140-100.8% | $8,388-100.0% | $109-101.1% |