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 | $126,547 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,983 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $60,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,915 | $43,236+8.5% | $82,768-43.3% | $77,906-39.8% |
| Participation rate | 91.7% | 64.2%+27.5pp | 72.6%+19.2pp | 73.7%+18.1pp |
| Annual return | -16.85% | 2.40%-19.2pp | 702.70%-719.6pp | 12.16%-29.0pp |
| Employer contribution / active EE | $2,632 | $1,924+36.8% | $3,008-12.5% | $2,846-7.5% |
| Participant deferral / active EE | $3,329 | $3,069+8.5% | $4,395-24.3% | $4,805-30.7% |
| Admin fee / account holder | $49 | $102-51.9% | $5,326-99.1% | $133-62.8% |