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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,574 |
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 | $89,393 | $80,211+11.4% | $74,184+20.5% | $63,975+39.7% |
| Participation rate | 95.6% | 84.2%+11.4pp | 76.6%+18.9pp | 71.1%+24.4pp |
| Annual return | 27.72% | 14.13%+13.6pp | 17.74%+10.0pp | 48.65%-20.9pp |
| Employer contribution / active EE | $1,882 | $2,553-26.3% | $2,370-20.6% | $2,182-13.8% |
| Participant deferral / active EE | $7,498 | $4,370+71.6% | $3,550+111.2% | $3,356+123.4% |
| Admin fee / account holder | $25 | $67-62.2% | $5,586-99.5% | $70-63.9% |