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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $171,566 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 10 · EIN 47-1411118 | Accounting | $54,989 |
CARLSMITH BALL LLP1+ years Service code 10 · EIN 99-0035220 | Accounting | $30,738 |
ACCUITY LLP1+ years Service code 10 · EIN 20-5325889 | Accounting | $20,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,914 |
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 | $102,170 | $63,964+59.7% | $147,618-30.8% | $67,505+51.4% |
| Participation rate | 70.5% | 68.6%+1.9pp | 84.6%-14.1pp | 71.2%-0.7pp |
| Annual return | 2.46% | 9.05%-6.6pp | 61.98%-59.5pp | 6.52%-4.1pp |
| Employer contribution / active EE | $2,004 | $1,618+23.8% | $5,564-64.0% | $2,173-7.8% |
| Participant deferral / active EE | $5,562 | $2,589+114.9% | $4,895+13.6% | $3,597+54.7% |
| Admin fee / account holder | $47 | $43+9.6% | $11,612-99.6% | $56-16.5% |