Filed November 26, 1997 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,864 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT SOLUTIONS, INC Service code 16 · EIN 94-3194697 | Consulting | $2,437 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,398 | $46,516-23.9% | $147,618-76.0% | $69,651-49.2% |
| Participation rate | 89.7% | 65.8%+23.9pp | 84.6%+5.1pp | 66.6%+23.1pp |
| Annual return | 1.69% | 9.48%-7.8pp | 61.98%-60.3pp | 53.77%-52.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,971 | $2,719+119.6% | $4,895+22.0% | $3,635+64.3% |
| Admin fee / account holder | $4 | $45-90.6% | $11,612-100.0% | $63-93.3% |