Filed May 5, 2005
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $175,284 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC Service code 27 · EIN 41-1567437 | Advisory (Plan) | $79,285 |
Filed as: SIMPLY CONNECT CONSULTING Service code 16 · EIN 27-2424795 | Consulting | $76,008 |
MORRIS, MANNING & MARTIN, LLP2+ years Service code 29 · EIN 58-1269995 | Legal | $26,898 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $26,518 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Service code 10 · EIN 95-4345526 | Accounting | $16,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$326,007 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,084 | $85,635+127.8% | $123,894+57.5% | $63,975+204.9% |
| Participation rate | 92.0% | 74.9%+17.0pp | 81.4%+10.5pp | 71.1%+20.8pp |
| Annual return | 7.14% | 15.74%-8.6pp | 47.52%-40.4pp | 48.65%-41.5pp |
| Employer contribution / active EE | $5,903 | $3,076+91.9% | $4,617+27.9% | $2,182+170.6% |
| Participant deferral / active EE | $12,667 | $5,667+123.5% | $5,984+111.7% | $3,356+277.4% |
| Admin fee / account holder | $17 | $75-77.7% | $8,357-99.8% | $70-76.3% |