Filed April 30, 2001 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $209,464 |
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $21,437 |
MCCONNELL VALDES LLC1 year Service code 29 · EIN 66-0226027 | Legal | $12,800 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $12,000 |
K&L GATES1 year Filed as: K AND L GATES Service code 29 · EIN 25-0921018 | Legal | $11,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$314,389 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,533 | $168,231-34.3% | $67,836+62.9% | $63,975+72.8% |
| Participation rate | 95.3% | 66.8%+28.5pp | 68.8%+26.5pp | 71.1%+24.2pp |
| Annual return | 7.59% | 11.76%-4.2pp | 138.49%-130.9pp | 48.65%-41.1pp |
| Employer contribution / active EE | $5,480 | $1,907+187.3% | $2,404+128.0% | $2,182+151.2% |
| Participant deferral / active EE | $5,726 | $2,827+102.6% | $3,160+81.2% | $3,356+70.6% |
| Admin fee / account holder | $63 | $81-21.7% | $4,621-98.6% | $70-10.5% |