Filed March 19, 2003
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $386,839 |
Filed as: BARLETTE O'NEILL CONSULTING Service code 49 · EIN 20-0663007 | Other Services | $176,000 |
NEPC, LLC5 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $144,401 |
Service code 29 · EIN 58-0616335 | Legal | $44,694 |
EIDE BAILLY LLP3 years Filed as: EIDEBAILLY Service code 10 · EIN 45-0250958 | Accounting | $8,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$423,121 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,614 | $96,393-14.3% | $142,449-42.0% | $96,393-14.3% |
| Participation rate | 86.8% | 71.3%+15.5pp | 76.8%+10.0pp | 71.3%+15.5pp |
| Annual return | 19.22% | 22.88%-3.7pp | 19.99%-0.8pp | 22.88%-3.7pp |
| Employer contribution / active EE | $4,530 | $3,238+39.9% | $4,847-6.6% | $3,238+39.9% |
| Participant deferral / active EE | $4,519 | $5,455-17.2% | $6,283-28.1% | $5,455-17.2% |
| Admin fee / account holder | $7 | $74-90.1% | $10,011-99.9% | $74-90.1% |