Filed March 23, 2009 (most recent of 5 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 | $4,100,908 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $568,026 |
FIDUCIARYVEST LLC2 years Service code 16 · EIN 20-2217636 | Consulting | $116,667 |
NEEMA MAILING, INC3 years Service code 38 · EIN 01-0918753 | Participant Communication | $22,727 |
WILKINS FINSTON LAW GROUP LLP4+ years Filed as: WILKINS FINSTON LAW Service code 29 · EIN 27-5546855 | Legal | $15,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,332 | $46,969+7.2% | $154,110-67.3% | $73,367-31.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 83.0%-27.5pp | 69.5%-13.9pp |
| Annual return | -3.57% | 821.68%-825.2pp | 735.22%-738.8pp | 173.45%-177.0pp |
| Employer contribution / active EE | $1,050 | $1,723-39.1% | $5,298-80.2% | $2,499-58.0% |
| Participant deferral / active EE | $3,057 | $3,162-3.3% | $5,081-39.8% | $4,033-24.2% |
| Admin fee / account holder | $87 | $47+87.0% | $13,412-99.4% | $68+27.5% |