Filed August 24, 2001
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,096 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $80,990 |
Service code 26 · EIN 36-4291971 | Advisory (Participants) | $61,985 |
MERCER5+ years Service code 16 · EIN 61-0736136 | Consulting | $48,431 |
WILKINS FINSTON LAW GROUP LLP5+ years Service code 29 · EIN 27-5546855 | Legal | $31,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,025 | $116,243+2.4% | $91,989+29.4% | $89,569+32.9% |
| Participation rate | 56.8% | 84.8%-28.0pp | 78.6%-21.9pp | 69.6%-12.8pp |
| Annual return | 12.14% | 23.75%-11.6pp | 69.02%-56.9pp | 34.56%-22.4pp |
| Employer contribution / active EE | $1,364 | $3,226-57.7% | $3,452-60.5% | $2,584-47.2% |
| Participant deferral / active EE | $4,273 | $7,519-43.2% | $5,923-27.9% | $4,220+1.2% |
| Admin fee / account holder | $43 | $82-47.6% | $7,743-99.4% | $72-39.8% |