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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,518 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: MHM, LLC Service code 15 · EIN 43-1947695 | Recordkeeping | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,066 | $71,957+21.0% | $67,652+28.7% | $59,188+47.1% |
| Participation rate | 94.7% | 82.7%+12.0pp | 75.7%+19.0pp | 69.4%+25.2pp |
| Annual return | 15.34% | 8.53%+6.8pp | 6625.40%-6610.1pp | 5.51%+9.8pp |
| Employer contribution / active EE | $1,275 | $2,432-47.6% | $2,266-43.7% | $2,098-39.2% |
| Participant deferral / active EE | $7,282 | $4,211+72.9% | $3,560+104.6% | $3,265+123.0% |
| Admin fee / account holder | $34 | $64-47.0% | $4,821-99.3% | $92-63.1% |