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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,795 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $332,432 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $54,924 |
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 | $148,023 | $107,339+37.9% | $85,708+72.7% | $101,555+45.8% |
| Participation rate | 97.5% | 73.0%+24.6pp | 69.9%+27.7pp | 74.5%+23.0pp |
| Annual return | 14.51% | 20.15%-5.6pp | 21.49%-7.0pp | 21.00%-6.5pp |
| Employer contribution / active EE | $6,614 | $3,291+101.0% | $2,618+152.6% | $2,972+122.5% |
| Participant deferral / active EE | $6,933 | $4,375+58.5% | $3,922+76.7% | $4,874+42.2% |
| Admin fee / account holder | $171 | $106+61.2% | $6,876-97.5% | $139+22.9% |