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 | $580,332 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $379,457 |
HARGRAVE1 year Service code 16 · EIN 47-1411118 | Consulting | $56,628 |
CARLSMITH BALL LLP5+ years Service code 15 · EIN 99-0035220 | Recordkeeping | $37,821 |
KKDLY LLC3 years Service code 16 · EIN 99-0292355 | Consulting | $25,969 |
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 | $148,870 | $53,565+177.9% | $172,757-13.8% | $82,204+81.1% |
| Participation rate | 76.8% | 69.6%+7.1pp | 82.6%-5.9pp | 73.4%+3.4pp |
| Annual return | 24.35% | 31.42%-7.1pp | 803.06%-778.7pp | 26.31%-2.0pp |
| Employer contribution / active EE | $2,614 | $1,857+40.8% | $5,144-49.2% | $2,707-3.4% |
| Participant deferral / active EE | $6,761 | $3,006+124.9% | $5,198+30.1% | $4,246+59.2% |
| Admin fee / account holder | $149 | $61+142.8% | $13,956-98.9% | $76+97.1% |