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 | $698,845 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $469,397 |
HARGRAVE2 years Service code 16 · EIN 47-1411118 | Consulting | $57,114 |
CARLSMITH BALL LLP6+ years Service code 16 · EIN 99-0035220 | Consulting | $49,483 |
KKDLY LLC4 years Service code 16 · EIN 99-0292355 | Consulting | $15,812 |
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 | $140,898 | $63,259+122.7% | $178,510-21.1% | $93,223+51.1% |
| Participation rate | 97.8% | 72.1%+25.6pp | 81.9%+15.8pp | 74.9%+22.9pp |
| Annual return | 22.04% | 19.93%+2.1pp | 151.13%-129.1pp | 19.29%+2.8pp |
| Employer contribution / active EE | $4,649 | $1,865+149.3% | $5,011-7.2% | $2,680+73.5% |
| Participant deferral / active EE | $7,484 | $3,372+121.9% | $5,202+43.9% | $4,563+64.0% |
| Admin fee / account holder | $139 | $58+140.4% | $13,988-99.0% | $79+76.1% |