Filed November 9, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,353 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,665 |
FABIAN VANCOTT1 year Service code 16 · EIN 87-0373839 | Consulting | $17,932 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $33,849 | $65,292-48.2% | $78,677-57.0% | $65,292-48.2% |
| Participation rate | 90.9% | 72.4%+18.5pp | 73.6%+17.3pp | 72.4%+18.5pp |
| Annual return | 1.22% | 11.84%-10.6pp | 62.19%-61.0pp | 11.84%-10.6pp |
| Employer contribution / active EE | $2,068 | $2,302-10.2% | $2,850-27.4% | $2,302-10.2% |
| Participant deferral / active EE | $1,950 | $3,579-45.5% | $3,517-44.6% | $3,579-45.5% |
| Admin fee / account holder | $19 | $57-67.0% | $4,510-99.6% | $57-67.0% |