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 | $2,017,449 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $533,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,682 | $55,785-54.0% | $96,583-73.4% | $106,520-75.9% |
| Participation rate | 31.9% | 53.4%-21.5pp | 69.8%-37.9pp | 71.3%-39.4pp |
| Annual return | 16.65% | 17.66%-1.0pp | 37.79%-21.1pp | 19.28%-2.6pp |
| Employer contribution / active EE | $528 | $1,042-49.3% | $2,357-77.6% | $2,840-81.4% |
| Participant deferral / active EE | $971 | $1,782-45.5% | $3,850-74.8% | $4,948-80.4% |
| Admin fee / account holder | $18 | $59-69.6% | $6,184-99.7% | $75-76.1% |