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 27 · EIN 59-2937883 | Advisory (Plan) | $80,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,751 |
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 | $38,983 | $37,884+2.9% | $79,472-50.9% | $75,289-48.2% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.5pp | 72.4%+24.5pp |
| Annual return | -4.33% | 1.06%-5.4pp | 718.32%-722.7pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,219 | $1,680+32.1% | $2,801-20.8% | $2,405-7.7% |
| Participant deferral / active EE | $2,539 | $2,569-1.2% | $3,704-31.5% | $3,739-32.1% |
| Admin fee / account holder | $18 | $77-76.8% | $5,104-99.7% | $102-82.7% |