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 | $699,326 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $385,401 |
FINANCIAL TELESIS1 year Filed as: FINANCIAL TELESIS, INC Service code 15 · EIN 68-0279977 | Recordkeeping | $57,256 |
CARLSMITH BALL LLP4+ years Service code 16 · EIN 99-0035220 | Consulting | $15,441 |
KKDLY LLC2 years Service code 16 · EIN 99-0292355 | Consulting | $5,236 |
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 | $123,484 | $44,007+180.6% | $154,110-19.9% | $68,904+79.2% |
| Participation rate | 79.1% | 70.0%+9.1pp | 83.0%-3.9pp | 74.1%+5.0pp |
| Annual return | -3.40% | 8.15%-11.6pp | 735.22%-738.6pp | 1.07%-4.5pp |
| Employer contribution / active EE | $2,726 | $1,732+57.4% | $5,298-48.5% | $2,540+7.3% |
| Participant deferral / active EE | $6,839 | $2,813+143.1% | $5,081+34.6% | $4,015+70.3% |
| Admin fee / account holder | $168 | $65+159.5% | $13,412-98.7% | $71+135.7% |