Filed January 25, 1999
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 | $1,845,817 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $360,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,136 | $48,464-52.3% | $90,974-74.6% | $106,273-78.2% |
| Participation rate | 36.8% | 53.1%-16.3pp | 69.0%-32.2pp | 70.8%-34.0pp |
| Annual return | 17.32% | 16.72%+0.6pp | 134.60%-117.3pp | 21.70%-4.4pp |
| Employer contribution / active EE | $571 | $939-39.2% | $2,122-73.1% | $2,722-79.0% |
| Participant deferral / active EE | $1,018 | $1,510-32.5% | $3,373-69.8% | $4,601-77.9% |
| Admin fee / account holder | $17 | $58-71.0% | $5,961-99.7% | $78-78.5% |