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 | $2,406,188 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $590,634 |
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 | $21,197 | $47,540-55.4% | $79,591-73.4% | $89,433-76.3% |
| Participation rate | 33.0% | 54.9%-21.9pp | 69.5%-36.5pp | 71.3%-38.3pp |
| Annual return | -16.55% | -8.05%-8.5pp | 0.18%-16.7pp | -11.88%-4.7pp |
| Employer contribution / active EE | $579 | $1,122-48.4% | $2,413-76.0% | $3,021-80.8% |
| Participant deferral / active EE | $1,068 | $1,961-45.5% | $3,986-73.2% | $5,125-79.2% |
| Admin fee / account holder | $20 | $59-66.5% | $6,815-99.7% | $79-75.3% |