Filed April 17, 2007 (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) | $43,214 |
401(K) ADVISORS INC1 year Filed as: 401 ADVISORS INC Service code 16 · EIN 33-0905143 | Consulting | $43,000 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,501 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,055 | $80,177+64.7% | $123,894+6.6% | $57,658+129.0% |
| Participation rate | 98.1% | 74.4%+23.6pp | 81.4%+16.7pp | 70.2%+27.8pp |
| Annual return | 6.27% | 17.90%-11.6pp | 47.52%-41.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $7,664 | $2,913+163.1% | $4,617+66.0% | $1,974+288.3% |
| Participant deferral / active EE | $6,837 | $5,130+33.3% | $5,984+14.3% | $3,061+123.4% |
| Admin fee / account holder | $13 | $106-87.6% | $8,357-99.8% | $95-86.0% |