Filed January 3, 2012 (most recent of 2 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 |
|---|---|---|
Filed as: G.W. SHERWOLD ASSOCIATES INC Service code 27 · EIN 33-0619325 | Advisory (Plan) | $244,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $230,332 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,438 |
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 | $47,475 | $68,110-30.3% | $155,556-69.5% | $99,313-52.2% |
| Participation rate | 87.0% | 67.8%+19.2pp | 78.2%+8.8pp | 71.7%+15.3pp |
| Annual return | 15.62% | 16.16%-0.5pp | 64.84%-49.2pp | 17.67%-2.0pp |
| Employer contribution / active EE | $2,465 | $2,291+7.6% | $4,675-47.3% | $3,264-24.5% |
| Participant deferral / active EE | $4,485 | $3,865+16.0% | $5,631-20.4% | $5,346-16.1% |
| Admin fee / account holder | $89 | $94-5.2% | $15,885-99.4% | $109-18.4% |