Filed January 10, 1997
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $339,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $158,723 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $23,320 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,515 | $159,391+16.4% | $102,460+81.1% | $99,313+86.8% |
| Participation rate | 96.5% | 88.6%+8.0pp | 76.5%+20.0pp | 71.7%+24.8pp |
| Annual return | 18.09% | 19.03%-0.9pp | 29.47%-11.4pp | 17.67%+0.4pp |
| Employer contribution / active EE | $1,117 | $4,207-73.4% | $3,025-63.1% | $3,264-65.8% |
| Participant deferral / active EE | $11,566 | $7,498+54.3% | $5,056+128.8% | $5,346+116.4% |
| Admin fee / account holder | $57 | $159-64.3% | $9,460-99.4% | $109-47.9% |