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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $333,512 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,043 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $131,355 | $117,238+12.0% | $87,102+50.8% | $82,204+59.8% |
| Participation rate | 96.0% | 87.2%+8.8pp | 76.9%+19.1pp | 73.4%+22.6pp |
| Annual return | 25.65% | 25.80%-0.2pp | 28.19%-2.5pp | 26.31%-0.7pp |
| Employer contribution / active EE | $1,089 | $3,535-69.2% | $2,521-56.8% | $2,707-59.8% |
| Participant deferral / active EE | $9,704 | $5,976+62.4% | $4,048+139.7% | $4,246+128.6% |
| Admin fee / account holder | $49 | $81-40.3% | $7,493-99.4% | $76-35.8% |