Filed June 6, 2003
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $529,115 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,684 |
VISIONPOINT ADVISORY GROUP5 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $95,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROOP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $14,613 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,483 | $88,686-26.2% | $130,070-49.7% | $96,393-32.1% |
| Participation rate | 96.1% | 78.8%+17.2pp | 78.5%+17.5pp | 71.3%+24.8pp |
| Annual return | 24.73% | 17.57%+7.2pp | -137.40%+162.1pp | 22.88%+1.9pp |
| Employer contribution / active EE | $4,557 | $2,843+60.3% | $4,322+5.4% | $3,239+40.7% |
| Participant deferral / active EE | $7,020 | $4,908+43.0% | $5,821+20.6% | $5,455+28.7% |
| Admin fee / account holder | $60 | $60+1.0% | $10,600-99.4% | $74-18.3% |