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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,227 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $80,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,902 |
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 | $47,046 | $44,794+5.0% | $90,336-47.9% | $77,775-39.5% |
| Participation rate | 96.7% | 66.6%+30.1pp | 73.3%+23.4pp | 73.2%+23.5pp |
| Annual return | 22.36% | 28.23%-5.9pp | 78.15%-55.8pp | 32.58%-10.2pp |
| Employer contribution / active EE | $2,269 | $1,809+25.5% | $2,856-20.6% | $2,504-9.4% |
| Participant deferral / active EE | $2,754 | $2,642+4.3% | $3,886-29.1% | $3,966-30.5% |
| Admin fee / account holder | $25 | $94-73.2% | $5,357-99.5% | $100-74.7% |