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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $619,952 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $385,158 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, Service code 16 · EIN 68-0279977 | Consulting | $56,794 |
KKDLY LLC1 year Service code 10 · EIN 99-0292355 | Accounting | $21,601 |
CARLSMITH BALL LLP3+ years Service code 29 · EIN 99-0035220 | Legal | $10,683 |
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 | $127,386 | $48,835+160.8% | $170,435-25.3% | $177,276-28.1% |
| Participation rate | 76.2% | 72.1%+4.1pp | 83.6%-7.4pp | 74.8%+1.4pp |
| Annual return | 20.12% | 19.44%+0.7pp | 205.94%-185.8pp | 21.25%-1.1pp |
| Employer contribution / active EE | $2,439 | $1,798+35.7% | $5,432-55.1% | $2,479-1.6% |
| Participant deferral / active EE | $6,274 | $2,757+127.5% | $4,939+27.0% | $3,881+61.7% |
| Admin fee / account holder | $164 | $52+215.5% | $13,881-98.8% | $154+6.4% |