Filed September 23, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $167,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,696 |
Filed as: MJM 401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $49,110 |
DUFFY KRUSPODIN LLP1 year Filed as: DUFFY KRUSPODIN, LLP Service code 10 · EIN 95-4244393 | Accounting | $36,831 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $149,655 | $117,238+27.7% | $87,102+71.8% | $82,204+82.1% |
| Participation rate | 97.7% | 87.2%+10.5pp | 76.9%+20.8pp | 73.4%+24.3pp |
| Annual return | 23.65% | 25.80%-2.2pp | 28.19%-4.5pp | 26.31%-2.7pp |
| Employer contribution / active EE | $4,591 | $3,535+29.9% | $2,521+82.1% | $2,707+69.6% |
| Participant deferral / active EE | $10,860 | $5,976+81.7% | $4,048+168.2% | $4,246+155.8% |
| Admin fee / account holder | $83 | $81+1.8% | $7,493-98.9% | $76+9.5% |