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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $210,637 |
Service code 16 · EIN 04-2647786 | Consulting | $138,448 |
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 | $101,124 | $88,730+14.0% | $82,312+22.9% | $77,958+29.7% |
| Participation rate | 95.0% | 84.5%+10.5pp | 76.9%+18.1pp | 71.6%+23.4pp |
| Annual return | 19.51% | 20.88%-1.4pp | 25.88%-6.4pp | 20.87%-1.4pp |
| Employer contribution / active EE | $1,849 | $2,758-33.0% | $2,428-23.9% | $2,310-20.0% |
| Participant deferral / active EE | $7,424 | $4,634+60.2% | $3,706+100.3% | $3,537+109.9% |
| Admin fee / account holder | $56 | $74-23.7% | $5,608-99.0% | $97-42.1% |