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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $177,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,220 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $100,491 | $96,261+4.4% | $76,768+30.9% | $68,904+45.8% |
| Participation rate | 96.4% | 87.0%+9.4pp | 77.0%+19.4pp | 74.1%+22.2pp |
| Annual return | 31.30% | -0.85%+32.2pp | 2.43%+28.9pp | 1.07%+30.2pp |
| Employer contribution / active EE | $1,349 | $3,303-59.1% | $2,485-45.7% | $2,540-46.9% |
| Participant deferral / active EE | $7,547 | $5,537+36.3% | $3,852+95.9% | $4,015+88.0% |
| Admin fee / account holder | $8 | $73-89.0% | $6,676-99.9% | $71-88.7% |