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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $262,707 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $115,625 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $22,050 |
WILKINS FINSTON LAW GROUP LLP5 years Filed as: WILKINS FINSTON FRIEDMAN Service code 16 · EIN 27-5546855 | Consulting | $16,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,362 | $83,595+52.4% | $86,436+47.3% | $78,044+63.2% |
| Participation rate | 64.8% | 81.9%-17.1pp | 80.3%-15.6pp | 74.4%-9.7pp |
| Annual return | -18.74% | -10.64%-8.1pp | 4394.89%-4413.6pp | 10.87%-29.6pp |
| Employer contribution / active EE | $1,560 | $3,111-49.9% | $3,769-58.6% | $3,125-50.1% |
| Participant deferral / active EE | $5,472 | $6,427-14.9% | $6,952-21.3% | $5,084+7.6% |
| Admin fee / account holder | -$8 | $82-109.8% | $6,731-100.1% | $79-110.2% |