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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $283,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $240,795 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $114,534 |
MORRIS, MANNING & MARTIN, LLP7+ years Service code 29 · EIN 58-1269995 | Legal | $47,330 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $26,936 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $22,000 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $14,875 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,498 | $120,450+137.0% | $159,495+79.0% | $93,010+207.0% |
| Participation rate | 94.4% | 78.0%+16.4pp | 82.8%+11.6pp | 73.9%+20.5pp |
| Annual return | 16.46% | 27.11%-10.7pp | 263.72%-247.3pp | 158.70%-142.2pp |
| Employer contribution / active EE | $7,162 | $3,526+103.1% | $4,831+48.2% | $2,705+164.7% |
| Participant deferral / active EE | $16,231 | $7,283+122.8% | $7,354+120.7% | $4,561+255.9% |
| Admin fee / account holder | $162 | $137+18.3% | $10,804-98.5% | $152+6.6% |