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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $419,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $136,276 |
Filed as: CBIZ MHM, LLC - PHOENIX Service code 10 · EIN 34-1846498 | Accounting | $21,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,258 | $106,087+24.7% | $86,717+52.5% | $78,104+69.3% |
| Participation rate | 96.3% | 89.6%+6.8pp | 76.6%+19.8pp | 74.5%+21.8pp |
| Annual return | -19.14% | -14.87%-4.3pp | 35.97%-55.1pp | 10.90%-30.0pp |
| Employer contribution / active EE | $3,541 | $4,110-13.8% | $2,837+24.8% | $3,128+13.2% |
| Participant deferral / active EE | $10,837 | $6,851+58.2% | $4,657+132.7% | $5,089+113.0% |
| Admin fee / account holder | $67 | $81-18.0% | $7,494-99.1% | $79-15.7% |