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 |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,713 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,419 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $40,436 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRO Service code 27 · EIN 58-1989031 | Advisory (Plan) | $33,724 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,484 |
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 | $66,138 | $43,453+52.2% | $109,313-39.5% | $63,975+3.4% |
| Participation rate | 94.8% | 59.3%+35.6pp | 71.3%+23.6pp | 71.1%+23.7pp |
| Annual return | 8.95% | 9.85%-0.9pp | 22.07%-13.1pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,394 | $1,799+33.1% | $3,892-38.5% | $2,182+9.7% |
| Participant deferral / active EE | $5,829 | $2,093+178.5% | $3,166+84.1% | $3,356+73.7% |
| Admin fee / account holder | $35 | $79-55.3% | $5,666-99.4% | $70-49.9% |