Filed June 6, 1991
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $262,161 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,374 | $93,283-51.4% | $76,891-41.0% | $103,657-56.2% |
| Participation rate | 39.8% | 79.3%-39.4pp | 69.6%-29.8pp | 73.4%-33.5pp |
| Annual return | 19.55% | 17.40%+2.2pp | 37.91%-18.4pp | 33.13%-13.6pp |
| Employer contribution / active EE | $1,124 | $3,170-64.5% | $2,534-55.6% | $3,216-65.0% |
| Participant deferral / active EE | $2,100 | $4,624-54.6% | $3,833-45.2% | $5,218-59.8% |
| Admin fee / account holder | $94 | $78+19.9% | $5,488-98.3% | $114-17.6% |