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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $254,276 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 68-0279977 | Consulting | $55,897 |
CARLSMITH BALL LLP2+ years Service code 13 · EIN 99-0035220 | Contract Administrator | $17,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,550 |
Form 5500 reported that benefits due were not provided when due.
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 | $107,753 | $43,110+150.0% | $156,551-31.2% | $65,292+65.0% |
| Participation rate | 72.2% | 69.3%+2.9pp | 84.0%-11.8pp | 72.4%-0.2pp |
| Annual return | 8.66% | 11.24%-2.6pp | 32.23%-23.6pp | 11.84%-3.2pp |
| Employer contribution / active EE | $2,155 | $1,702+26.6% | $5,501-60.8% | $2,302-6.4% |
| Participant deferral / active EE | $5,731 | $2,520+127.4% | $4,871+17.7% | $3,579+60.1% |
| Admin fee / account holder | $44 | $47-6.0% | $13,028-99.7% | $57-22.6% |