Filed August 5, 2006 (most recent of 3 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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,532 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRO Service code 27 · EIN 58-1989031 | Advisory (Plan) | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,380 |
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 | $85,382 | $38,312+122.9% | $100,671-15.2% | $59,188+44.3% |
| Participation rate | 85.0% | 57.4%+27.6pp | 70.7%+14.3pp | 69.4%+15.5pp |
| Annual return | 51.49% | 2.64%+48.8pp | 20.43%+31.1pp | 5.51%+46.0pp |
| Employer contribution / active EE | $2,023 | $1,183+71.1% | $4,012-49.6% | $2,098-3.6% |
| Participant deferral / active EE | $4,801 | $1,847+160.0% | $3,144+52.7% | $3,265+47.1% |
| Admin fee / account holder | $6 | $68-91.5% | $4,850-99.9% | $92-93.8% |