Filed January 17, 2006
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 99 · EIN 71-0294708 | Other Fees | $476,639 |
Filed as: SEABRIDGE WEALTH MANAGEMENT LLC DBA Service code 99 · EIN 45-2514987 | Other Fees | $84,706 |
CHERRY BEKAERT LLP4 years Service code 10 · EIN 56-0574444 | Accounting | $15,258 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,025 | $56,095-42.9% | $178,499-82.1% | $90,274-64.5% |
| Participation rate | 84.9% | 65.6%+19.4pp | 81.9%+3.0pp | 73.4%+11.6pp |
| Annual return | 16.04% | 28.81%-12.8pp | 151.10%-135.1pp | 53.97%-37.9pp |
| Employer contribution / active EE | $76 | $1,572-95.2% | $5,011-98.5% | $2,523-97.0% |
| Participant deferral / active EE | $3,044 | $2,669+14.1% | $5,202-41.5% | $4,231-28.0% |
| Admin fee / account holder | $142 | $101+40.6% | $13,986-99.0% | $114+24.1% |