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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,268 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,184 | $52,626+18.2% | $98,508-36.9% | $93,010-33.1% |
| Participation rate | 96.1% | 65.3%+30.8pp | 73.3%+22.8pp | 73.9%+22.2pp |
| Annual return | 15.66% | 16.95%-1.3pp | 1495.22%-1479.6pp | 158.70%-143.0pp |
| Employer contribution / active EE | $2,618 | $1,894+38.3% | $2,961-11.6% | $2,705-3.2% |
| Participant deferral / active EE | $3,308 | $2,907+13.8% | $4,276-22.6% | $4,561-27.5% |
| Admin fee / account holder | $29 | $102-71.9% | $5,956-99.5% | $152-81.1% |