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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,483 |
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 | $58,148 | $47,634+22.1% | $90,468-35.7% | $90,274-35.6% |
| Participation rate | 97.5% | 67.5%+30.0pp | 72.7%+24.8pp | 73.4%+24.2pp |
| Annual return | 15.62% | 19.61%-4.0pp | 1294.94%-1279.3pp | 53.97%-38.4pp |
| Employer contribution / active EE | $2,461 | $1,749+40.7% | $3,264-24.6% | $2,523-2.5% |
| Participant deferral / active EE | $3,325 | $2,824+17.7% | $3,964-16.1% | $4,231-21.4% |
| Admin fee / account holder | $37 | $106-65.5% | $5,614-99.3% | $114-68.0% |