Filed November 9, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,112 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,324 |
FINANCIAL TELESIS3 years Filed as: FINANCIAL TELESIS, IN Service code 15 · EIN 68-0279977 | Recordkeeping | $5,521 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,206 | $37,196+121.0% | $154,107-46.7% | $55,725+47.5% |
| Participation rate | 92.1% | 64.1%+28.0pp | 83.0%+9.1pp | 70.9%+21.2pp |
| Annual return | -2.57% | 1319.68%-1322.2pp | 735.12%-737.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $102 | $102+0.6% | $13,411-99.2% | $115-11.3% |