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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,345 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $40,000 |
IRA GROUP1 year Filed as: IRA GROUP INC. Service code 27 · EIN 58-1989013 | Advisory (Plan) | $36,938 |
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 | $78,418 | $52,149+50.4% | $122,354-35.9% | $77,958+0.6% |
| Participation rate | 94.3% | 58.6%+35.8pp | 71.6%+22.7pp | 71.6%+22.7pp |
| Annual return | 19.14% | 17.75%+1.4pp | 30.28%-11.1pp | 20.87%-1.7pp |
| Employer contribution / active EE | $2,467 | $1,750+41.0% | $4,051-39.1% | $2,310+6.8% |
| Participant deferral / active EE | $5,916 | $2,114+179.8% | $3,287+80.0% | $3,537+67.3% |
| Admin fee / account holder | $37 | $93-60.8% | $5,479-99.3% | $97-62.4% |