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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $402,646 |
Service code 37 · EIN 04-2647786 | Loan Processing | $241,655 |
Filed as: CBIZ CPAS P.C, Service code 10 · EIN 43-1947695 | Accounting | $22,260 |
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 | $157,216 | $118,464+32.7% | $96,564+62.8% | $103,657+51.7% |
| Participation rate | 96.7% | 89.0%+7.7pp | 76.0%+20.8pp | 73.4%+23.4pp |
| Annual return | 22.68% | 18.79%+3.9pp | 25.89%-3.2pp | 33.13%-10.5pp |
| Employer contribution / active EE | $3,145 | $4,210-25.3% | $2,967+6.0% | $3,216-2.2% |
| Participant deferral / active EE | $11,589 | $7,277+59.3% | $4,852+138.9% | $5,218+122.1% |
| Admin fee / account holder | $72 | $81-10.6% | $8,256-99.1% | $114-36.5% |